ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 253 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $181,602 | -4.9% | 1,800 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $190,872 | +1.9% | 1,800 | -3.8% | 0.01% | 0.0% |
| Q1 2023 | $187,399 | +16.3% | 1,871 | +12.0% | 0.01% | -14.3% |
| Q4 2022 | $161,185 | +17.7% | 1,671 | +2.5% | 0.01% | +16.7% |
| Q3 2022 | $137,000 | -4.9% | 1,630 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $144,000 | -33.6% | 1,630 | -19.7% | 0.01% | -22.2% |
| Q1 2022 | $217,000 | -5.2% | 2,030 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $229,000 | -0.9% | 2,030 | -5.8% | 0.01% | 0.0% |
| Q3 2021 | $231,000 | -22.2% | 2,155 | -19.4% | 0.01% | -30.8% |
| Q2 2021 | $297,000 | +7.6% | 2,674 | +2.5% | 0.01% | 0.0% |
| Q1 2021 | $276,000 | +7.0% | 2,609 | -1.8% | 0.01% | -7.1% |
| Q4 2020 | $258,000 | +28.4% | 2,656 | +120.8% | 0.01% | +16.7% |
| Q3 2020 | $201,000 | -16.6% | 1,203 | -24.9% | 0.01% | -25.0% |
| Q2 2020 | $241,000 | +14.2% | 1,602 | -5.8% | 0.02% | -5.9% |
| Q1 2020 | $211,000 | -15.9% | 1,701 | +13.4% | 0.02% | -10.5% |
| Q4 2019 | $251,000 | +97.6% | 1,500 | +87.5% | 0.02% | +72.7% |
| Q3 2019 | $127,000 | 0.0% | 800 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $127,000 | +5.0% | 800 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $121,000 | +18.6% | 800 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $102,000 | -18.4% | 800 | 0.0% | 0.01% | -12.5% |
| Q3 2018 | $125,000 | +34.4% | 800 | +23.1% | 0.02% | +23.1% |
| Q2 2018 | $93,000 | -1.1% | 650 | 0.0% | 0.01% | -13.3% |
| Q1 2018 | $94,000 | -2.1% | 650 | 0.0% | 0.02% | -6.2% |
| Q4 2017 | $96,000 | +5.5% | 650 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $91,000 | +5.8% | 650 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $86,000 | -48.8% | 650 | -50.0% | 0.02% | -5.9% |
| Q1 2017 | $168,000 | +250.0% | 1,300 | +228.3% | 0.02% | +54.5% |
| Q4 2016 | $48,000 | – | 396 | – | 0.01% | – |
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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% |