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 | $141,944 | -3.6% | 1,418 | +2.2% | 0.00% | – |
| Q2 2023 | $147,171 | +7.4% | 1,388 | +1.5% | 0.00% | – |
| Q1 2023 | $137,029 | -16.1% | 1,368 | -19.2% | 0.00% | – |
| Q4 2022 | $163,394 | +47.2% | 1,694 | +27.8% | 0.00% | -100.0% |
| Q3 2022 | $111,000 | -5.9% | 1,326 | -0.7% | 0.00% | 0.0% |
| Q2 2022 | $118,000 | -37.6% | 1,335 | -25.5% | 0.00% | 0.0% |
| Q1 2022 | $189,000 | -5.0% | 1,791 | +1.5% | 0.00% | 0.0% |
| Q4 2021 | $199,000 | – | 1,765 | – | 0.00% | – |
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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% |