ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 253 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $224,527 | -25.1% | 2,225 | -21.2% | 0.13% | -20.4% |
| Q2 2023 | $299,612 | +5.9% | 2,825 | 0.0% | 0.16% | -5.3% |
| Q1 2023 | $282,950 | +3.9% | 2,825 | +0.0% | 0.17% | -0.6% |
| Q4 2022 | $272,449 | +5.6% | 2,824 | -8.3% | 0.17% | -9.0% |
| Q3 2022 | $258,000 | -3.7% | 3,081 | +1.2% | 0.19% | 0.0% |
| Q2 2022 | $268,000 | -9.8% | 3,045 | +8.0% | 0.19% | +5.0% |
| Q1 2022 | $297,000 | -10.8% | 2,819 | -4.6% | 0.18% | -10.0% |
| Q4 2021 | $333,000 | +6.4% | 2,955 | +1.1% | 0.20% | -2.0% |
| Q3 2021 | $313,000 | -8.7% | 2,922 | -5.4% | 0.20% | -8.1% |
| Q2 2021 | $343,000 | +5.2% | 3,090 | 0.0% | 0.22% | +1.4% |
| Q1 2021 | $326,000 | +5.5% | 3,090 | -3.0% | 0.22% | -5.6% |
| Q4 2020 | $309,000 | +16.2% | 3,184 | +100.0% | 0.23% | -2.1% |
| Q3 2020 | $266,000 | +13.7% | 1,592 | +2.4% | 0.24% | -3.3% |
| Q2 2020 | $234,000 | -10.0% | 1,555 | 0.0% | 0.24% | +12.4% |
| Q4 2019 | $260,000 | – | 1,555 | – | 0.22% | – |
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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% |