ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 188 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 2.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $85,757 | -4.9% | 850 | 0.0% | 0.01% | -15.4% |
Q2 2023 | $90,134 | +5.9% | 850 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $85,136 | +3.8% | 850 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $81,991 | +15.5% | 850 | 0.0% | 0.01% | +8.3% |
Q3 2022 | $71,000 | -64.7% | 850 | -62.7% | 0.01% | -62.5% |
Q2 2022 | $201,000 | +33.1% | 2,277 | +59.2% | 0.03% | +60.0% |
Q1 2022 | $151,000 | +788.2% | 1,430 | +853.3% | 0.02% | +900.0% |
Q4 2021 | $17,000 | +6.2% | 150 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $16,000 | -5.9% | 150 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $17,000 | +6.2% | 150 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $16,000 | +6.7% | 150 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $15,000 | +15.4% | 150 | +100.0% | 0.00% | 0.0% |
Q3 2020 | $13,000 | +18.2% | 75 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $11,000 | +22.2% | 75 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $9,000 | -30.8% | 75 | 0.0% | 0.00% | -33.3% |
Q4 2019 | $13,000 | – | 75 | – | 0.00% | – |
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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% |