ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $298,000 | +3.1% | 2,650 | 0.0% | 0.02% | -8.0% |
| Q3 2021 | $289,000 | -1.4% | 2,650 | 0.0% | 0.02% | -3.8% |
| Q2 2021 | $293,000 | +4.6% | 2,650 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $280,000 | +7.3% | 2,650 | +27.7% | 0.03% | -27.8% |
| Q1 2017 | $261,000 | -30.8% | 2,075 | -33.6% | 0.04% | -39.0% |
| Q4 2016 | $377,000 | +4.7% | 3,125 | -0.8% | 0.06% | +15.7% |
| Q3 2016 | $360,000 | +4.0% | 3,150 | 0.0% | 0.05% | +2.0% |
| Q2 2016 | $346,000 | -33.6% | 3,150 | -35.3% | 0.05% | -35.9% |
| Q1 2016 | $521,000 | +9.7% | 4,865 | +5.3% | 0.08% | +8.3% |
| Q4 2015 | $475,000 | – | 4,620 | – | 0.07% | – |
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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% |