WHITTIER TRUST CO - ISHARES TR ownership

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
WHITTIER TRUST CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$283,500
-4.9%
2,8100.0%0.01%0.0%
Q2 2023$297,972
+5.9%
2,8100.0%0.01%0.0%
Q1 2023$281,449
+3.8%
2,8100.0%0.01%0.0%
Q4 2022$271,052
+15.3%
2,8100.0%0.01%0.0%
Q3 2022$235,000
-5.2%
2,8100.0%0.01%0.0%
Q2 2022$248,000
-16.2%
2,8100.0%0.01%0.0%
Q1 2022$296,000
-6.6%
2,8100.0%0.01%0.0%
Q4 2021$317,000
+5.3%
2,8100.0%0.01%0.0%
Q3 2021$301,000
-3.5%
2,8100.0%0.01%
-16.7%
Q2 2021$312,000
+5.1%
2,8100.0%0.01%0.0%
Q1 2021$297,000
+8.8%
2,8100.0%0.01%0.0%
Q4 2020$273,000
+16.2%
2,810
+100.0%
0.01%0.0%
Q3 2020$235,000
+10.8%
1,4050.0%0.01%0.0%
Q2 2020$212,000
+21.1%
1,4050.0%0.01%0.0%
Q1 2020$175,000
-25.8%
1,4050.0%0.01%0.0%
Q4 2019$236,000
+5.8%
1,4050.0%0.01%0.0%
Q3 2019$223,000
+0.5%
1,4050.0%0.01%
-14.3%
Q2 2019$222,000
+4.2%
1,4050.0%0.01%0.0%
Q1 2019$213,000
+17.7%
1,4050.0%0.01%
+16.7%
Q4 2018$181,000
-15.8%
1,405
+2.2%
0.01%
-14.3%
Q3 2018$215,000
+8.6%
1,3750.0%0.01%0.0%
Q2 2018$198,000
-0.5%
1,3750.0%0.01%0.0%
Q1 2018$199,000
-2.0%
1,3750.0%0.01%0.0%
Q4 2017$203,000
+6.8%
1,3750.0%0.01%0.0%
Q3 2017$190,000
-0.5%
1,375
-25.8%
0.01%
-22.2%
Q4 2015$191,0001,8530.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 39,717$4,007,0482.82%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,2212.16%
Modus Advisors, LLC 43,496$4,388,2971.91%
SOUTHERN CAPITAL ADVISORS, LLC 18,411$1,857,5251.54%
Royal Fund Management, LLC 88,259$8,904,4641.20%
Rainsberger Wealth Advisors, Inc. 19,016$1,918,5601.18%
EUDAIMONIA ADVISORS LLC 13,460$1,357,9630.95%
PLANNING DIRECTIONS INC 10,790$1,0890.83%
WEALTH ADVISORS, INC. 16,356$1,650,1570.74%
Shulman DeMeo Asset Management LLC 19,194$1,936,4600.65%
View complete list of ISHARES TR shareholders