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 ↓ |
|---|---|---|---|
| New Millennium Group LLC | 34,391 | $3,444,679 | 3.46% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,205 | 2.07% |
| Modus Advisors, LLC | 43,405 | $4,347,408 | 2.00% |
| EUDAIMONIA ADVISORS LLC | 23,469 | $2,350,613 | 1.58% |
| SOUTHERN CAPITAL ADVISORS, LLC | 17,716 | $1,774,434 | 1.31% |
| Rainsberger Wealth Advisors, Inc. | 19,421 | $1,945,168 | 1.15% |
| PLANNING DIRECTIONS INC | 11,557 | $1,158 | 0.86% |
| WEALTH ADVISORS, INC. | 16,961 | $1,673,321 | 0.80% |
| Frank, Rimerman Advisors LLC | 25,616 | $2,565,699 | 0.71% |
| Bray Capital Advisors | 20,824 | $2,085,732 | 0.61% |