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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,749,383 | -63.8% | 16,527 | -63.7% | 0.00% | -50.0% |
| Q2 2023 | $4,838,168 | +67.0% | 45,524 | +51.8% | 0.00% | +100.0% |
| Q4 2022 | $2,897,603 | +39.0% | 29,999 | +30.1% | 0.00% | 0.0% |
| Q3 2022 | $2,085,000 | -55.3% | 23,050 | -55.2% | 0.00% | -50.0% |
| Q2 2022 | $4,666,000 | -17.1% | 51,463 | -1.6% | 0.00% | -33.3% |
| Q1 2022 | $5,626,000 | -3.6% | 52,294 | +1.3% | 0.00% | 0.0% |
| Q4 2021 | $5,835,000 | -89.3% | 51,615 | -89.5% | 0.00% | -88.0% |
| Q3 2021 | $54,604,000 | -7.5% | 490,731 | -8.0% | 0.02% | -13.8% |
| Q2 2021 | $59,030,000 | +7.9% | 533,146 | +5.3% | 0.03% | -19.4% |
| Q1 2021 | $54,707,000 | +9.3% | 506,360 | -0.1% | 0.04% | +9.1% |
| Q4 2020 | $50,059,000 | +29.3% | 507,033 | +121.1% | 0.03% | +3.1% |
| Q3 2020 | $38,703,000 | +13.1% | 229,349 | -0.3% | 0.03% | +3.2% |
| Q2 2020 | $34,229,000 | +23.8% | 229,971 | -0.2% | 0.03% | -3.1% |
| Q1 2020 | $27,645,000 | -28.5% | 230,374 | -0.2% | 0.03% | +10.3% |
| Q4 2019 | $38,687,000 | +23.8% | 230,770 | +17.3% | 0.03% | +7.4% |
| Q3 2019 | $31,246,000 | +1063.3% | 196,737 | +1059.3% | 0.03% | +1250.0% |
| Q2 2019 | $2,686,000 | +5.3% | 16,970 | +0.9% | 0.00% | 0.0% |
| Q1 2019 | $2,552,000 | -45.5% | 16,818 | -53.8% | 0.00% | -50.0% |
| Q4 2018 | $4,682,000 | -15.5% | 36,425 | +2.7% | 0.00% | 0.0% |
| Q3 2018 | $5,540,000 | +74.3% | 35,481 | +60.4% | 0.00% | +33.3% |
| Q2 2018 | $3,179,000 | -2.6% | 22,119 | -1.7% | 0.00% | 0.0% |
| Q1 2018 | $3,263,000 | +247.1% | 22,498 | +252.6% | 0.00% | +200.0% |
| Q4 2017 | $940,000 | +15.1% | 6,381 | +8.3% | 0.00% | 0.0% |
| Q3 2017 | $817,000 | +77.6% | 5,890 | +68.6% | 0.00% | – |
| Q2 2017 | $460,000 | -99.3% | 3,493 | -99.4% | 0.00% | -100.0% |
| Q1 2017 | $69,750,000 | +3.4% | 553,873 | -1.1% | 0.07% | -7.0% |
| Q4 2016 | $67,465,000 | +164448.8% | 559,879 | +155421.9% | 0.07% | – |
| Q3 2016 | $41,000 | -81.9% | 360 | -82.5% | 0.00% | – |
| Q2 2016 | $226,000 | -49.7% | 2,055 | -51.0% | 0.00% | – |
| Q1 2016 | $449,000 | -29.1% | 4,194 | -31.9% | 0.00% | -100.0% |
| Q4 2015 | $633,000 | -43.2% | 6,156 | -46.8% | 0.00% | -50.0% |
| Q3 2015 | $1,115,000 | -76.3% | 11,564 | -74.1% | 0.00% | -60.0% |
| Q2 2015 | $4,695,000 | -12.1% | 44,571 | -10.0% | 0.01% | -16.7% |
| Q1 2015 | $5,341,000 | +6.6% | 49,510 | +5.3% | 0.01% | 0.0% |
| Q4 2014 | $5,012,000 | +27.0% | 47,018 | +20.5% | 0.01% | +50.0% |
| Q3 2014 | $3,945,000 | +5.8% | 39,008 | +8.4% | 0.00% | 0.0% |
| Q2 2014 | $3,728,000 | +12.5% | 35,986 | +9.3% | 0.00% | 0.0% |
| Q1 2014 | $3,313,000 | +19.1% | 32,935 | +20.0% | 0.00% | 0.0% |
| Q4 2013 | $2,782,000 | +72.5% | 27,447 | +54.0% | 0.00% | +33.3% |
| Q3 2013 | $1,613,000 | +99.9% | 17,820 | +83.1% | 0.00% | +200.0% |
| Q2 2013 | $807,000 | – | 9,735 | – | 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% |