ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 239 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $516,852 | -4.6% | 5,108 | 0.0% | 0.00% | +100.0% |
| Q2 2023 | $541,652 | +148.0% | 5,108 | +134.3% | 0.00% | -75.0% |
| Q1 2023 | $218,439 | +3.9% | 2,180 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $210,266 | -8.2% | 2,180 | +0.1% | 0.00% | +50.0% |
| Q1 2022 | $229,000 | -6.5% | 2,177 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $245,000 | -32.7% | 2,176 | -36.8% | 0.00% | -66.7% |
| Q1 2021 | $364,000 | – | 3,445 | – | 0.01% | – |
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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% |