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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $484,776 | -7.2% | 4,805 | -2.5% | 0.01% | -7.1% |
| Q2 2023 | $522,353 | +5.4% | 4,926 | -0.4% | 0.01% | -6.7% |
| Q1 2023 | $495,591 | +3.4% | 4,948 | -0.4% | 0.02% | -6.2% |
| Q4 2022 | $479,213 | +15.2% | 4,968 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $416,000 | -5.0% | 4,968 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $438,000 | -20.2% | 4,968 | -4.6% | 0.02% | -11.1% |
| Q1 2022 | $549,000 | -13.5% | 5,210 | -7.6% | 0.02% | -14.3% |
| Q4 2021 | $635,000 | +5.5% | 5,636 | +0.4% | 0.02% | -8.7% |
| Q3 2021 | $602,000 | -23.8% | 5,616 | -21.0% | 0.02% | -25.8% |
| Q2 2021 | $790,000 | -38.6% | 7,108 | -41.6% | 0.03% | -43.6% |
| Q1 2021 | $1,286,000 | -2.9% | 12,168 | -10.8% | 0.06% | -11.3% |
| Q4 2020 | $1,324,000 | +12.9% | 13,638 | +94.4% | 0.06% | +1.6% |
| Q3 2020 | $1,173,000 | -33.2% | 7,017 | -39.8% | 0.06% | -39.0% |
| Q2 2020 | $1,757,000 | +190.9% | 11,649 | +139.5% | 0.10% | +138.1% |
| Q1 2020 | $604,000 | -22.4% | 4,863 | +4.7% | 0.04% | -4.5% |
| Q4 2019 | $778,000 | +27.1% | 4,644 | +20.5% | 0.04% | +18.9% |
| Q3 2019 | $612,000 | -20.8% | 3,854 | -21.1% | 0.04% | -22.9% |
| Q2 2019 | $773,000 | +4.2% | 4,887 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $742,000 | -21.1% | 4,887 | -33.2% | 0.05% | -30.4% |
| Q4 2018 | $940,000 | +286.8% | 7,311 | +278.4% | 0.07% | +263.2% |
| Q1 2017 | $243,000 | -34.5% | 1,932 | -37.3% | 0.02% | -38.7% |
| Q4 2016 | $371,000 | +12.8% | 3,080 | -3.4% | 0.03% | -8.8% |
| Q4 2015 | $329,000 | – | 3,190 | – | 0.03% | – |
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% |