ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 247 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.82 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,889 | -39.0% | 3,072 | -35.9% | 0.02% | -36.0% |
| Q2 2023 | $508,415 | +65.5% | 4,795 | +56.3% | 0.02% | +31.6% |
| Q1 2023 | $307,255 | -8.6% | 3,068 | -12.0% | 0.02% | -20.8% |
| Q4 2022 | $336,126 | +18.8% | 3,485 | +3.3% | 0.02% | +4.3% |
| Q3 2022 | $283,000 | -4.7% | 3,375 | +0.1% | 0.02% | -8.0% |
| Q2 2022 | $297,000 | -16.3% | 3,373 | +0.1% | 0.02% | 0.0% |
| Q1 2022 | $355,000 | -8.3% | 3,370 | -1.8% | 0.02% | -13.8% |
| Q4 2021 | $387,000 | +26.9% | 3,433 | +20.6% | 0.03% | -31.0% |
| Q3 2021 | $305,000 | -5.3% | 2,846 | -1.7% | 0.04% | -27.6% |
| Q2 2021 | $322,000 | +17.5% | 2,896 | +11.7% | 0.06% | +9.4% |
| Q1 2021 | $274,000 | +1041.7% | 2,592 | +1530.2% | 0.05% | +307.7% |
| Q2 2020 | $24,000 | – | 159 | – | 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% |