ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 234 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,786 | -4.9% | 3,804 | 0.0% | 0.13% | +0.8% |
| Q2 2023 | $403,376 | +6.3% | 3,804 | +0.4% | 0.13% | 0.0% |
| Q1 2023 | $379,506 | +2.7% | 3,789 | -1.1% | 0.13% | -5.3% |
| Q4 2022 | $369,447 | +20.3% | 3,830 | +4.3% | 0.13% | +8.1% |
| Q3 2022 | $307,000 | -95.9% | 3,672 | -95.7% | 0.12% | -96.0% |
| Q2 2022 | $7,479,000 | -13.6% | 84,872 | +3.3% | 3.08% | +11.3% |
| Q1 2022 | $8,658,000 | -25.1% | 82,130 | -19.9% | 2.77% | -21.3% |
| Q4 2021 | $11,556,000 | +13.3% | 102,510 | +7.7% | 3.52% | +2.4% |
| Q3 2021 | $10,202,000 | +20.0% | 95,209 | +24.4% | 3.43% | +15.2% |
| Q2 2021 | $8,502,000 | +12.6% | 76,514 | +7.1% | 2.98% | +5.6% |
| Q1 2021 | $7,553,000 | +6.3% | 71,473 | -2.3% | 2.82% | -2.5% |
| Q4 2020 | $7,103,000 | – | 73,161 | – | 2.89% | – |
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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% |