ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,703 | -1.1% | 2,138 | +3.9% | 0.03% | +3.3% |
| Q2 2023 | $218,124 | +5.2% | 2,057 | -0.6% | 0.03% | +3.4% |
| Q1 2023 | $207,331 | -2.7% | 2,070 | +63.2% | 0.03% | -3.3% |
| Q4 2019 | $213,000 | +6.0% | 1,268 | 0.0% | 0.03% | -3.2% |
| Q3 2019 | $201,000 | -1.5% | 1,268 | -1.6% | 0.03% | +19.2% |
| Q2 2019 | $204,000 | – | 1,288 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MORGAN JESS S & CO INC | 41,024 | $4,325,000 | 3.15% |
| First Citizens Financial Corp | 38,005 | $4,007,000 | 3.01% |
| MinichMacGregor Wealth Management, LLC | 82,130 | $8,658,000 | 2.77% |
| Modus Advisors, LLC | 43,822 | $4,620,000 | 2.03% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,321,000 | 1.92% |
| NEIRG Wealth Management, LLC | 83,210 | $8,773,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 67,194 | $7,084,000 | 1.58% |
| Rainsberger Wealth Advisors, Inc. | 19,819 | $2,089,000 | 1.34% |
| PLANNING DIRECTIONS INC | 15,360 | $1,619,000 | 1.14% |
| EUDAIMONIA ADVISORS LLC | 16,900 | $1,782,000 | 1.02% |