ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,851 | -2.1% | 4,776 | +2.9% | 0.02% | -5.9% |
| Q2 2023 | $492,026 | +2.8% | 4,640 | -2.9% | 0.02% | 0.0% |
| Q1 2023 | $478,765 | -1.7% | 4,780 | -5.4% | 0.02% | -10.5% |
| Q4 2022 | $487,219 | +12.8% | 5,051 | -2.0% | 0.02% | +5.6% |
| Q3 2022 | $432,000 | -4.8% | 5,152 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $454,000 | -16.4% | 5,152 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $543,000 | -6.5% | 5,152 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $581,000 | +5.3% | 5,152 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $552,000 | -3.5% | 5,152 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $572,000 | +2.0% | 5,152 | -3.0% | 0.02% | -4.8% |
| Q1 2021 | $561,000 | +8.7% | 5,312 | 0.0% | 0.02% | -12.5% |
| Q4 2020 | $516,000 | +16.2% | 5,312 | +100.0% | 0.02% | +4.3% |
| Q3 2020 | $444,000 | +14.4% | 2,656 | +3.1% | 0.02% | +4.5% |
| Q2 2020 | $388,000 | +31.1% | 2,576 | +8.1% | 0.02% | +4.8% |
| Q1 2020 | $296,000 | -27.8% | 2,382 | -2.7% | 0.02% | -8.7% |
| Q4 2019 | $410,000 | -2.6% | 2,448 | -7.7% | 0.02% | -8.0% |
| Q3 2019 | $421,000 | -6.0% | 2,653 | -6.2% | 0.02% | -7.4% |
| Q2 2019 | $448,000 | +4.4% | 2,829 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $429,000 | +8.1% | 2,829 | -8.3% | 0.03% | 0.0% |
| Q4 2018 | $397,000 | – | 3,085 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 168,460 | $16,357,000 | 3.81% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 67,328 | $6,538,000 | 3.37% |
| First Citizens Financial Corp | 38,390 | $3,728,000 | 3.25% |
| MORGAN JESS S & CO INC | 40,800 | $3,962,000 | 3.16% |
| MinichMacGregor Wealth Management, LLC | 73,161 | $7,103,000 | 2.89% |
| Modus Advisors, LLC | 42,772 | $4,153,000 | 2.15% |
| Kesler, Norman & Wride, LLC | 67,732 | $6,577,000 | 1.83% |
| Cadent Capital Advisors, LLC | 36,231 | $3,518,000 | 1.73% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,564,994 | 1.16% |
| Stillwater Capital Advisors, LLC | 36,615 | $3,555,000 | 0.68% |