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 | $1,484,452 | +90.3% | 14,714 | +100.0% | 0.04% | -8.5% |
| Q2 2023 | $780,113 | +1.8% | 7,357 | -3.8% | 0.05% | -16.1% |
| Q1 2023 | $766,256 | +4.0% | 7,650 | +0.1% | 0.06% | -3.4% |
| Q4 2022 | $737,125 | +91.5% | 7,642 | +66.1% | 0.06% | +65.7% |
| Q3 2022 | $385,000 | -4.9% | 4,600 | 0.0% | 0.04% | +9.4% |
| Q2 2022 | $405,000 | -16.5% | 4,600 | 0.0% | 0.03% | -3.0% |
| Q1 2022 | $485,000 | -6.6% | 4,600 | 0.0% | 0.03% | -5.7% |
| Q4 2021 | $519,000 | +1.0% | 4,600 | -4.2% | 0.04% | -7.9% |
| Q3 2021 | $514,000 | -3.6% | 4,800 | 0.0% | 0.04% | -7.3% |
| Q2 2021 | $533,000 | +5.1% | 4,800 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $507,000 | +8.8% | 4,800 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $466,000 | +16.2% | 4,800 | +100.0% | 0.04% | -2.3% |
| Q3 2020 | $401,000 | +10.8% | 2,400 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $362,000 | +21.5% | 2,400 | 0.0% | 0.04% | -2.3% |
| Q1 2020 | $298,000 | -30.2% | 2,400 | -5.9% | 0.04% | -17.3% |
| Q4 2019 | $427,000 | – | 2,550 | – | 0.05% | – |
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% |