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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $4,138,358 | +1.7% | 34,648 | +7.0% | 0.03% | -3.4% |
Q1 2024 | $4,068,898 | +16.2% | 32,367 | +5.7% | 0.03% | +7.4% |
Q4 2023 | $3,500,835 | +48.8% | 30,612 | +31.3% | 0.03% | +28.6% |
Q3 2023 | $2,352,305 | +0.6% | 23,315 | +7.4% | 0.02% | +5.0% |
Q2 2023 | $2,339,090 | +59.8% | 21,707 | +48.5% | 0.02% | +42.9% |
Q1 2023 | $1,463,816 | +147.3% | 14,615 | +1.3% | 0.01% | -53.3% |
Q4 2022 | $592,003 | -52.8% | 14,421 | -3.6% | 0.03% | +114.3% |
Q3 2022 | $1,254,000 | -6.8% | 14,965 | -2.0% | 0.01% | +16.7% |
Q2 2022 | $1,346,000 | -17.9% | 15,278 | -1.7% | 0.01% | -7.7% |
Q1 2022 | $1,639,000 | -7.5% | 15,546 | -1.1% | 0.01% | 0.0% |
Q4 2021 | $1,772,000 | -29.8% | 15,718 | -33.3% | 0.01% | -18.8% |
Q3 2021 | $2,525,000 | +34.2% | 23,556 | +39.1% | 0.02% | 0.0% |
Q2 2021 | $1,881,000 | +26.4% | 16,929 | +20.3% | 0.02% | +14.3% |
Q1 2021 | $1,488,000 | +15.8% | 14,072 | +6.4% | 0.01% | +7.7% |
Q4 2020 | $1,285,000 | +47.7% | 13,231 | +141.5% | 0.01% | +18.2% |
Q3 2020 | $870,000 | -7.4% | 5,479 | -12.0% | 0.01% | -15.4% |
Q2 2020 | $940,000 | +14.1% | 6,229 | -6.1% | 0.01% | -13.3% |
Q1 2020 | $824,000 | -29.9% | 6,636 | -5.4% | 0.02% | -16.7% |
Q4 2019 | $1,176,000 | +8.3% | 7,015 | +3.8% | 0.02% | +5.9% |
Q3 2019 | $1,086,000 | -4.4% | 6,755 | -5.9% | 0.02% | -19.0% |
Q2 2019 | $1,136,000 | +80.6% | 7,181 | +73.8% | 0.02% | +75.0% |
Q1 2019 | $629,000 | -23.7% | 4,131 | -35.5% | 0.01% | -40.0% |
Q4 2018 | $824,000 | -28.5% | 6,409 | -13.2% | 0.02% | -16.7% |
Q3 2018 | $1,153,000 | -6.4% | 7,383 | -13.8% | 0.02% | +20.0% |
Q2 2018 | $1,232,000 | +203.4% | 8,569 | +206.1% | 0.02% | +25.0% |
Q1 2018 | $406,000 | -53.1% | 2,799 | -50.8% | 0.02% | -56.8% |
Q4 2017 | $866,000 | -7.4% | 5,692 | -14.6% | 0.04% | +60.9% |
Q3 2017 | $935,000 | +4.1% | 6,668 | -1.6% | 0.02% | -4.2% |
Q2 2017 | $898,000 | +196.4% | 6,774 | +179.9% | 0.02% | +200.0% |
Q1 2017 | $303,000 | +34.1% | 2,420 | +31.0% | 0.01% | +14.3% |
Q4 2016 | $226,000 | -11.7% | 1,847 | -20.8% | 0.01% | -30.0% |
Q2 2016 | $256,000 | +6.2% | 2,332 | +1.8% | 0.01% | -9.1% |
Q2 2015 | $241,000 | -71.0% | 2,290 | -70.3% | 0.01% | -77.1% |
Q1 2015 | $831,000 | +30.3% | 7,700 | +28.7% | 0.05% | +17.1% |
Q4 2014 | $638,000 | -37.9% | 5,985 | -41.1% | 0.04% | -42.3% |
Q3 2014 | $1,027,000 | +130.8% | 10,153 | +136.2% | 0.07% | +86.8% |
Q2 2014 | $445,000 | -30.1% | 4,299 | -32.1% | 0.04% | -43.3% |
Q1 2014 | $637,000 | -26.4% | 6,332 | -25.8% | 0.07% | -30.9% |
Q4 2013 | $866,000 | – | 8,538 | – | 0.10% | – |
Download |
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% |