ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 288 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $37,713 | -6.3% | 300 | -14.8% | 0.00% | -25.0% |
| Q4 2023 | $40,255 | -42.3% | 352 | -49.1% | 0.00% | -42.9% |
| Q3 2023 | $69,816 | -32.1% | 692 | -28.6% | 0.01% | -36.4% |
| Q2 2023 | $102,753 | -10.4% | 969 | -15.4% | 0.01% | -21.4% |
| Q1 2023 | $114,683 | +103.9% | 1,145 | +96.4% | 0.01% | +100.0% |
| Q4 2022 | $56,236 | – | 583 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 41,704 | $4,422,292 | 3.00% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,334 | 2.11% |
| Modus Advisors, LLC | 43,399 | $4,602,015 | 1.98% |
| EUDAIMONIA ADVISORS LLC | 22,086 | $2,341,982 | 1.57% |
| SOUTHERN CAPITAL ADVISORS, LLC | 18,500 | $1,961,781 | 1.50% |
| Rainsberger Wealth Advisors, Inc. | 19,079 | $2,023,175 | 1.22% |
| PLANNING DIRECTIONS INC | 11,082 | $1,175 | 0.86% |
| Royal Fund Management, LLC | 63,678 | $6,752,473 | 0.84% |
| WEALTH ADVISORS, INC. | 16,356 | $1,764,485 | 0.75% |
| Bray Capital Advisors | 20,824 | $2,208,177 | 0.66% |