ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 213 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $663,109 | -5.3% | 6,573 | -0.5% | 0.01% | -9.1% |
Q2 2023 | $700,516 | +9.2% | 6,606 | +3.1% | 0.01% | 0.0% |
Q1 2023 | $641,598 | -17.8% | 6,406 | -20.8% | 0.01% | -21.4% |
Q4 2022 | $780,507 | +18.3% | 8,092 | +2.7% | 0.01% | -17.6% |
Q3 2022 | $660,000 | +2.6% | 7,883 | +8.1% | 0.02% | +13.3% |
Q2 2022 | $643,000 | -19.3% | 7,291 | -3.5% | 0.02% | -6.2% |
Q1 2022 | $797,000 | +75.6% | 7,556 | +87.8% | 0.02% | +77.8% |
Q4 2021 | $454,000 | -6.4% | 4,023 | -11.1% | 0.01% | 0.0% |
Q3 2021 | $485,000 | +18.3% | 4,526 | +22.7% | 0.01% | -10.0% |
Q2 2021 | $410,000 | +11.4% | 3,688 | +6.0% | 0.01% | 0.0% |
Q1 2021 | $368,000 | +29.6% | 3,478 | +18.8% | 0.01% | +11.1% |
Q4 2020 | $284,000 | +53.5% | 2,928 | +139.0% | 0.01% | 0.0% |
Q1 2019 | $185,000 | -19.2% | 1,225 | -31.8% | 0.01% | -30.8% |
Q4 2018 | $229,000 | -57.9% | 1,797 | -48.5% | 0.01% | -51.9% |
Q3 2018 | $544,000 | -1.1% | 3,487 | -8.8% | 0.03% | -15.6% |
Q2 2018 | $550,000 | -27.3% | 3,823 | -26.3% | 0.03% | -30.4% |
Q1 2018 | $757,000 | -57.2% | 5,188 | -56.8% | 0.05% | -57.4% |
Q4 2017 | $1,768,000 | +447.4% | 11,997 | +414.7% | 0.11% | +468.4% |
Q3 2017 | $323,000 | +4.9% | 2,331 | -1.0% | 0.02% | 0.0% |
Q2 2017 | $308,000 | +10.4% | 2,354 | +6.2% | 0.02% | 0.0% |
Q1 2017 | $279,000 | +24.0% | 2,216 | +18.9% | 0.02% | +11.8% |
Q4 2016 | $225,000 | -5.1% | 1,863 | -11.0% | 0.02% | -5.6% |
Q3 2016 | $237,000 | +13.9% | 2,093 | +10.7% | 0.02% | +12.5% |
Q2 2016 | $208,000 | -22.4% | 1,890 | -23.5% | 0.02% | -27.3% |
Q1 2016 | $268,000 | -10.1% | 2,470 | -14.8% | 0.02% | -12.0% |
Q4 2015 | $298,000 | -4.8% | 2,900 | -9.9% | 0.02% | -16.7% |
Q3 2015 | $313,000 | -34.1% | 3,220 | -28.3% | 0.03% | -26.8% |
Q2 2015 | $475,000 | -33.1% | 4,492 | -31.4% | 0.04% | -36.9% |
Q1 2015 | $710,000 | -20.1% | 6,551 | -21.4% | 0.06% | -25.3% |
Q4 2014 | $889,000 | +12.5% | 8,330 | +6.6% | 0.09% | +45.0% |
Q3 2014 | $790,000 | +18.3% | 7,811 | +21.3% | 0.06% | -20.0% |
Q2 2014 | $668,000 | +66.2% | 6,440 | +61.4% | 0.08% | +36.4% |
Q1 2014 | $402,000 | +47.8% | 3,990 | +47.8% | 0.06% | +37.5% |
Q4 2013 | $272,000 | – | 2,700 | – | 0.04% | – |
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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% |