ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 240 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $276,034 | +1.5% | 2,736 | +6.7% | 0.12% | +7.5% |
| Q2 2023 | $271,991 | +5.5% | 2,565 | -0.4% | 0.11% | -0.9% |
| Q1 2023 | $257,911 | +7.3% | 2,575 | +3.4% | 0.11% | +2.9% |
| Q4 2022 | $240,281 | +15.0% | 2,491 | 0.0% | 0.10% | +10.5% |
| Q3 2022 | $209,000 | +1.5% | 2,491 | +6.7% | 0.10% | +8.0% |
| Q2 2022 | $206,000 | -17.3% | 2,335 | -0.9% | 0.09% | -2.2% |
| Q1 2022 | $249,000 | -12.3% | 2,357 | -6.7% | 0.09% | -6.2% |
| Q4 2021 | $284,000 | +4.4% | 2,525 | -0.2% | 0.10% | -1.0% |
| Q3 2021 | $272,000 | -25.1% | 2,530 | -22.4% | 0.10% | -17.8% |
| Q2 2021 | $363,000 | -15.4% | 3,262 | -19.7% | 0.12% | -18.1% |
| Q1 2021 | $429,000 | +9.2% | 4,060 | +0.5% | 0.14% | +7.5% |
| Q4 2020 | $393,000 | +10.4% | 4,040 | +89.8% | 0.13% | +0.8% |
| Q3 2020 | $356,000 | +5.0% | 2,128 | -5.3% | 0.13% | -1.5% |
| Q2 2020 | $339,000 | +20.6% | 2,248 | -0.5% | 0.14% | +3.8% |
| Q1 2020 | $281,000 | -26.1% | 2,260 | -0.4% | 0.13% | -11.0% |
| Q4 2019 | $380,000 | -8.9% | 2,269 | -13.5% | 0.15% | -14.1% |
| Q3 2019 | $417,000 | -4.4% | 2,622 | -4.7% | 0.17% | -6.6% |
| Q2 2019 | $436,000 | +2.3% | 2,750 | -2.1% | 0.18% | -2.7% |
| Q1 2019 | $426,000 | +18.0% | 2,808 | 0.0% | 0.19% | +4.5% |
| Q4 2018 | $361,000 | -23.0% | 2,808 | -6.4% | 0.18% | -14.4% |
| Q3 2018 | $469,000 | +7.8% | 3,001 | -1.0% | 0.21% | +4.0% |
| Q2 2018 | $435,000 | -1.8% | 3,031 | -0.7% | 0.20% | -2.0% |
| Q1 2018 | $443,000 | – | 3,051 | – | 0.20% | – |
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% |