ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 253 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $341,746 | +3.8% | 3,412 | 0.0% | 0.01% | +25.0% |
| Q4 2022 | $329,122 | +5.2% | 3,412 | -8.8% | 0.00% | -20.0% |
| Q3 2022 | $313,000 | -15.9% | 3,740 | -11.3% | 0.01% | 0.0% |
| Q2 2022 | $372,000 | -16.2% | 4,216 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $444,000 | -6.5% | 4,216 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $475,000 | +5.1% | 4,216 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $452,000 | -3.4% | 4,216 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $468,000 | +4.9% | 4,216 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $446,000 | +5.9% | 4,216 | -2.8% | 0.01% | 0.0% |
| Q4 2020 | $421,000 | +95.8% | 4,336 | +236.4% | 0.01% | +75.0% |
| Q3 2020 | $215,000 | +2.9% | 1,289 | -34.6% | 0.00% | -42.9% |
| Q4 2014 | $209,000 | – | 1,970 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| US FINANCIAL ADVISORS, LLC | 22,843 | $2,446,000 | 4.26% |
| Risk Paradigm Group, LLC | 10,386 | $1,111,925,000 | 1.41% |
| Stillwater Capital Advisors, LLC | 29,670 | $3,176,000 | 0.94% |
| Janney Capital Management LLC | 121,644 | $13,023,000 | 0.70% |
| Virtu Financial LLC | 42,404 | $4,541,000 | 0.63% |
| Peachtree Investment Advisors, Inc. | 4,804 | $514,000 | 0.52% |
| SONATA CAPITAL GROUP INC | 3,600 | $385,000 | 0.33% |
| Snowden Capital Advisors LLC | 6,005 | $642,907 | 0.22% |
| Destination Wealth Management | 18,274 | $1,881,000 | 0.18% |
| NATIONAL PLANNING CORP | 17,965 | $1,940,000 | 0.17% |