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 2022 | $3,373,000 | -4.7% | 40,264 | +0.3% | 2.94% | -20.0% |
| Q2 2022 | $3,539,000 | -18.2% | 40,152 | -2.1% | 3.67% | +16.7% |
| Q1 2022 | $4,325,000 | -12.8% | 41,024 | -6.7% | 3.15% | +3.3% |
| Q4 2021 | $4,960,000 | +5.5% | 43,991 | +0.3% | 3.04% | -1.8% |
| Q3 2021 | $4,701,000 | -0.7% | 43,870 | +3.0% | 3.10% | -0.3% |
| Q2 2021 | $4,734,000 | +5.5% | 42,600 | +0.4% | 3.11% | -1.0% |
| Q1 2021 | $4,486,000 | +13.2% | 42,442 | +4.0% | 3.14% | -0.4% |
| Q4 2020 | $3,962,000 | +25.2% | 40,800 | +115.5% | 3.16% | -0.1% |
| Q3 2020 | $3,165,000 | +6.0% | 18,933 | -4.4% | 3.16% | -2.6% |
| Q2 2020 | $2,987,000 | +13.3% | 19,805 | -6.7% | 3.24% | -5.4% |
| Q1 2020 | $2,636,000 | -11.3% | 21,221 | +19.6% | 3.43% | +17.5% |
| Q4 2019 | $2,973,000 | – | 17,737 | – | 2.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 39,717 | $4,007,048 | 2.82% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,221 | 2.16% |
| Modus Advisors, LLC | 43,496 | $4,388,297 | 1.91% |
| SOUTHERN CAPITAL ADVISORS, LLC | 18,411 | $1,857,525 | 1.54% |
| Royal Fund Management, LLC | 88,259 | $8,904,464 | 1.20% |
| Rainsberger Wealth Advisors, Inc. | 19,016 | $1,918,560 | 1.18% |
| EUDAIMONIA ADVISORS LLC | 13,460 | $1,357,963 | 0.95% |
| PLANNING DIRECTIONS INC | 10,790 | $1,089 | 0.83% |
| WEALTH ADVISORS, INC. | 16,356 | $1,650,157 | 0.74% |
| Shulman DeMeo Asset Management LLC | 19,194 | $1,936,460 | 0.65% |