ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 258 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.29 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,070,686 | +88.3% | 10,612 | +97.9% | 0.07% | +37.5% |
| Q2 2023 | $568,719 | +0.3% | 5,363 | -5.2% | 0.05% | -2.0% |
| Q1 2023 | $566,940 | +32.6% | 5,660 | +27.7% | 0.05% | +16.7% |
| Q4 2022 | $427,549 | +30.4% | 4,432 | +13.3% | 0.04% | +20.0% |
| Q3 2022 | $328,000 | -6.0% | 3,911 | -1.2% | 0.04% | +20.7% |
| Q2 2022 | $349,000 | +7.1% | 3,958 | +28.1% | 0.03% | -19.4% |
| Q1 2022 | $326,000 | -11.2% | 3,089 | -5.0% | 0.04% | -7.7% |
| Q4 2021 | $367,000 | -9.8% | 3,253 | -14.4% | 0.04% | -22.0% |
| Q3 2021 | $407,000 | -3.1% | 3,799 | +0.4% | 0.05% | -7.4% |
| Q2 2021 | $420,000 | +46.3% | 3,783 | +39.4% | 0.05% | +28.6% |
| Q1 2021 | $287,000 | +1.4% | 2,713 | +1415.6% | 0.04% | +281.8% |
| Q2 2019 | $283,000 | -11.0% | 179 | -91.8% | 0.01% | -93.1% |
| Q1 2018 | $318,000 | – | 2,194 | – | 0.16% | – |
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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% |