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 | $1,025,043 | -9.4% | 10,160 | -4.7% | 0.22% | -4.0% |
| Q2 2023 | $1,130,917 | +5.8% | 10,665 | -0.1% | 0.23% | 0.0% |
| Q1 2023 | $1,069,208 | +10.6% | 10,675 | +6.5% | 0.23% | +3.2% |
| Q4 2022 | $967,012 | +55.2% | 10,025 | +34.7% | 0.22% | +41.3% |
| Q3 2022 | $623,000 | +3.3% | 7,440 | +8.8% | 0.16% | +6.2% |
| Q2 2022 | $603,000 | -13.5% | 6,840 | +3.5% | 0.15% | 0.0% |
| Q1 2022 | $697,000 | -23.6% | 6,610 | -18.2% | 0.15% | -21.9% |
| Q4 2021 | $912,000 | +5.3% | 8,085 | 0.0% | 0.19% | -2.1% |
| Q3 2021 | $866,000 | -7.1% | 8,085 | -3.6% | 0.19% | -5.0% |
| Q2 2021 | $932,000 | +5.8% | 8,390 | +0.6% | 0.20% | -6.1% |
| Q1 2021 | $881,000 | +7.4% | 8,340 | -1.3% | 0.21% | +0.5% |
| Q4 2020 | $820,000 | +0.9% | 8,450 | +73.7% | 0.21% | -12.3% |
| Q3 2020 | $813,000 | +12.1% | 4,865 | +1.2% | 0.24% | +2.1% |
| Q2 2020 | $725,000 | +19.0% | 4,805 | -2.0% | 0.24% | +3.9% |
| Q1 2020 | $609,000 | -14.5% | 4,905 | +15.5% | 0.23% | +2.2% |
| Q4 2019 | $712,000 | +20.3% | 4,245 | +14.0% | 0.22% | +10.9% |
| Q3 2019 | $592,000 | +4.6% | 3,725 | +4.2% | 0.20% | +1.5% |
| Q2 2019 | $566,000 | +6.6% | 3,575 | +2.1% | 0.20% | +2.1% |
| Q1 2019 | $531,000 | +21.5% | 3,500 | +2.9% | 0.20% | +10.8% |
| Q4 2018 | $437,000 | – | 3,400 | – | 0.18% | – |
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% |