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 | $3,098,101 | -4.8% | 30,708 | +0.1% | 0.03% | 0.0% |
| Q2 2023 | $3,253,902 | +5.4% | 30,686 | -0.5% | 0.03% | 0.0% |
| Q1 2023 | $3,088,249 | -2.0% | 30,833 | -5.6% | 0.03% | -6.9% |
| Q4 2022 | $3,150,637 | +25.8% | 32,663 | +9.3% | 0.03% | -42.0% |
| Q3 2022 | $2,504,000 | +353.6% | 29,890 | +376.9% | 0.05% | +455.6% |
| Q2 2022 | $552,000 | -32.4% | 6,268 | -19.0% | 0.01% | -25.0% |
| Q1 2022 | $816,000 | -32.4% | 7,743 | -27.7% | 0.01% | -29.4% |
| Q4 2021 | $1,207,000 | -16.4% | 10,710 | -20.5% | 0.02% | -26.1% |
| Q3 2021 | $1,444,000 | -77.5% | 13,480 | -76.7% | 0.02% | -77.7% |
| Q2 2021 | $6,416,000 | +1.6% | 57,738 | -3.4% | 0.10% | -16.9% |
| Q1 2021 | $6,317,000 | +1747.1% | 59,772 | +1596.6% | 0.12% | +1671.4% |
| Q4 2020 | $342,000 | -4.2% | 3,523 | +22.6% | 0.01% | -84.1% |
| Q1 2020 | $357,000 | -8.7% | 2,873 | +23.4% | 0.04% | +12.8% |
| Q4 2019 | $391,000 | +24.9% | 2,328 | +17.3% | 0.04% | +2.6% |
| Q3 2019 | $313,000 | – | 1,985 | – | 0.04% | – |
Download | ||||||
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% |