ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $25,238 | +3.7% | 238 | -2.1% | 0.05% | +10.2% |
| Q1 2023 | $24,339 | -42.9% | 243 | -45.0% | 0.05% | -49.0% |
| Q4 2022 | $42,635 | -87.3% | 442 | -88.4% | 0.10% | -88.5% |
| Q3 2022 | $337,000 | -72.3% | 3,795 | -71.3% | 0.83% | -49.1% |
| Q2 2022 | $1,217,000 | -17.1% | 13,209 | -10.1% | 1.64% | +62.8% |
| Q1 2022 | $1,468,000 | +26.2% | 14,691 | +39.6% | 1.00% | +218.7% |
| Q4 2021 | $1,163,000 | +7.0% | 10,525 | +7.0% | 0.32% | +2.6% |
| Q3 2021 | $1,087,000 | -25.8% | 9,837 | -24.6% | 0.31% | -48.3% |
| Q2 2021 | $1,464,000 | +17.1% | 13,053 | +14.4% | 0.59% | +52.7% |
| Q1 2021 | $1,250,000 | +68.0% | 11,411 | +48.9% | 0.39% | +22.3% |
| Q4 2020 | $744,000 | +192.9% | 7,663 | +338.9% | 0.32% | +176.5% |
| Q2 2018 | $254,000 | -9.3% | 1,746 | -9.0% | 0.12% | -12.9% |
| Q4 2017 | $280,000 | – | 1,918 | – | 0.13% | – |
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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% |