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 | $1,089 | -7.3% | 10,790 | -2.6% | 0.83% | -2.5% |
| Q2 2023 | $1,175 | +1.5% | 11,082 | -4.1% | 0.86% | -0.7% |
| Q1 2023 | $1,158 | -5.5% | 11,557 | -9.0% | 0.86% | -8.0% |
| Q4 2022 | $1,226 | -99.9% | 12,706 | -6.4% | 0.94% | +1.8% |
| Q3 2022 | $1,138,000 | -10.4% | 13,578 | -5.8% | 0.92% | -5.5% |
| Q2 2022 | $1,270,000 | -21.6% | 14,409 | -6.2% | 0.97% | -14.4% |
| Q1 2022 | $1,619,000 | -15.3% | 15,360 | -9.4% | 1.14% | -10.7% |
| Q4 2021 | $1,912,000 | +12.0% | 16,960 | +6.5% | 1.27% | +2.5% |
| Q3 2021 | $1,707,000 | +2.8% | 15,930 | +6.6% | 1.24% | +2.4% |
| Q2 2021 | $1,660,000 | +85.5% | 14,943 | +76.5% | 1.21% | +72.3% |
| Q1 2021 | $895,000 | +17.5% | 8,466 | +7.9% | 0.70% | +13.9% |
| Q4 2020 | $762,000 | +13.1% | 7,849 | +94.7% | 0.62% | +4.0% |
| Q3 2020 | $674,000 | +0.9% | 4,031 | -9.1% | 0.59% | -4.7% |
| Q2 2020 | $668,000 | -19.6% | 4,433 | -10.5% | 0.62% | -18.9% |
| Q4 2019 | $831,000 | +0.5% | 4,955 | -4.8% | 0.77% | -3.2% |
| Q3 2019 | $827,000 | -2.2% | 5,205 | -2.7% | 0.79% | -7.7% |
| Q2 2019 | $846,000 | -2.3% | 5,347 | -6.3% | 0.86% | -16.5% |
| Q1 2019 | $866,000 | +15.6% | 5,707 | -2.1% | 1.03% | +11.1% |
| Q4 2018 | $749,000 | -21.0% | 5,829 | -4.0% | 0.93% | +5.1% |
| Q3 2018 | $948,000 | +0.9% | 6,074 | -7.1% | 0.88% | -3.0% |
| Q2 2018 | $940,000 | -13.8% | 6,540 | -13.1% | 0.91% | -15.1% |
| Q1 2018 | $1,091,000 | – | 7,523 | – | 1.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| New England Investment & Retirement Group, Inc. | 176,331 | $18,636,000 | 4.50% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 33,664 | $3,558,000 | 3.51% |
| First Citizens Financial Corp | 36,529 | $3,861,000 | 3.15% |
| MORGAN JESS S & CO INC | 42,442 | $4,486,000 | 3.14% |
| MinichMacGregor Wealth Management, LLC | 71,473 | $7,553,000 | 2.82% |
| Modus Advisors, LLC | 44,019 | $4,652,000 | 2.16% |
| Kesler, Norman & Wride, LLC | 67,297 | $7,113,000 | 1.76% |
| Cadent Capital Advisors, LLC | 37,413 | $3,954,000 | 1.76% |
| Frank, Rimerman Advisors LLC | 26,416 | $2,791,907 | 1.24% |
| VIVID FINANCIAL MANAGEMENT, INC. | 20,189 | $2,134,000 | 0.98% |