ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,637,768 | -5.0% | 16,233 | -0.2% | 0.04% | -4.3% |
| Q2 2023 | $1,724,137 | +4.9% | 16,259 | -0.9% | 0.05% | 0.0% |
| Q1 2023 | $1,643,354 | +396.4% | 16,407 | +378.1% | 0.05% | +360.0% |
| Q4 2022 | $331,051 | +5.1% | 3,432 | +23.0% | 0.01% | +11.1% |
| Q4 2021 | $315,000 | +152.0% | 2,790 | +147.6% | 0.01% | +125.0% |
| Q2 2021 | $125,000 | +115.5% | 1,127 | +88.5% | 0.00% | +100.0% |
| Q4 2020 | $58,000 | +100.0% | 598 | +243.7% | 0.00% | +100.0% |
| Q3 2020 | $29,000 | +31.8% | 174 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $22,000 | +69.2% | 174 | +50.0% | 0.00% | -50.0% |
| Q3 2016 | $13,000 | 0.0% | 116 | 0.0% | 0.00% | -33.3% |
| Q2 2016 | $13,000 | -97.5% | 116 | -97.7% | 0.00% | -98.4% |
| Q3 2014 | $514,000 | +33.9% | 5,081 | +37.1% | 0.19% | +15.3% |
| Q2 2014 | $384,000 | +25.9% | 3,706 | +23.0% | 0.16% | +6.5% |
| Q4 2013 | $305,000 | – | 3,012 | – | 0.15% | – |
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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% |