ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 264 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $333,472 | -5.0% | 2,792 | 0.0% | 0.00% | -20.0% |
Q1 2024 | $350,978 | +9.9% | 2,792 | 0.0% | 0.01% | 0.0% |
Q4 2023 | $319,289 | +13.4% | 2,792 | 0.0% | 0.01% | 0.0% |
Q3 2023 | $281,681 | -4.9% | 2,792 | 0.0% | 0.01% | 0.0% |
Q2 2023 | $296,060 | +5.9% | 2,792 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $279,643 | +3.8% | 2,792 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $269,312 | +15.1% | 2,792 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $234,000 | -4.9% | 2,792 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $246,000 | -10.5% | 2,792 | +7.1% | 0.01% | -16.7% |
Q1 2022 | $275,000 | – | 2,607 | – | 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% |