ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 288 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $269,661 | -65.3% | 2,358 | -69.4% | 0.00% | -62.5% |
| Q3 2023 | $777,156 | -4.7% | 7,703 | +0.1% | 0.01% | -11.1% |
| Q2 2023 | $815,872 | -0.8% | 7,694 | -6.3% | 0.01% | 0.0% |
| Q1 2023 | $822,714 | +7.6% | 8,214 | +3.6% | 0.01% | 0.0% |
| Q4 2022 | $764,928 | +17.7% | 7,930 | +2.2% | 0.01% | 0.0% |
| Q3 2022 | $650,000 | -44.2% | 7,756 | -41.3% | 0.01% | -40.0% |
| Q2 2022 | $1,164,000 | -17.6% | 13,203 | -1.5% | 0.02% | 0.0% |
| Q1 2022 | $1,413,000 | -4.4% | 13,403 | +2.2% | 0.02% | -6.2% |
| Q4 2021 | $1,478,000 | +5.2% | 13,109 | -0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,405,000 | -40.0% | 13,113 | -43.4% | 0.02% | -79.7% |
| Q3 2014 | $2,342,000 | +19.0% | 23,166 | +21.9% | 0.08% | +17.9% |
| Q2 2014 | $1,968,000 | +12200.0% | 19,003 | +11776.9% | 0.07% | +6600.0% |
| Q1 2014 | $16,000 | -98.9% | 160 | -98.9% | 0.00% | -98.1% |
| Q4 2013 | $1,452,000 | +24.7% | 14,331 | +11.4% | 0.05% | +3.8% |
| Q3 2013 | $1,164,000 | +114.4% | 12,865 | +96.1% | 0.05% | +100.0% |
| Q2 2013 | $543,000 | – | 6,559 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 41,704 | $4,422,292 | 3.00% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,334 | 2.11% |
| Modus Advisors, LLC | 43,399 | $4,602,015 | 1.98% |
| EUDAIMONIA ADVISORS LLC | 22,086 | $2,341,982 | 1.57% |
| SOUTHERN CAPITAL ADVISORS, LLC | 18,500 | $1,961,781 | 1.50% |
| Rainsberger Wealth Advisors, Inc. | 19,079 | $2,023,175 | 1.22% |
| PLANNING DIRECTIONS INC | 11,082 | $1,175 | 0.86% |
| Royal Fund Management, LLC | 63,678 | $6,752,473 | 0.84% |
| WEALTH ADVISORS, INC. | 16,356 | $1,764,485 | 0.75% |
| Bray Capital Advisors | 20,824 | $2,208,177 | 0.66% |