ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $5,022,159 | +14.4% | 43,915 | +1.0% | 2.04% | +6.5% |
| Q3 2023 | $4,388,297 | -4.6% | 43,496 | +0.2% | 1.91% | -3.1% |
| Q2 2023 | $4,602,015 | +5.9% | 43,399 | -0.0% | 1.98% | -1.3% |
| Q1 2023 | $4,347,408 | +1.9% | 43,405 | -1.9% | 2.00% | -3.1% |
| Q4 2022 | $4,267,912 | +15.8% | 44,245 | +0.6% | 2.07% | +6.7% |
| Q3 2022 | $3,684,000 | -5.2% | 43,967 | -0.3% | 1.94% | -1.5% |
| Q2 2022 | $3,886,000 | -15.9% | 44,097 | +0.6% | 1.97% | -2.9% |
| Q1 2022 | $4,620,000 | -4.0% | 43,822 | +2.6% | 2.03% | -1.1% |
| Q4 2021 | $4,815,000 | +3.0% | 42,708 | -2.1% | 2.05% | +1.2% |
| Q3 2021 | $4,677,000 | -4.3% | 43,646 | -0.8% | 2.02% | -1.6% |
| Q2 2021 | $4,888,000 | +5.1% | 43,988 | -0.1% | 2.06% | -4.6% |
| Q1 2021 | $4,652,000 | +12.0% | 44,019 | +2.9% | 2.16% | +0.3% |
| Q4 2020 | $4,153,000 | +19.0% | 42,772 | +104.8% | 2.15% | +7.1% |
| Q3 2020 | $3,491,000 | +58.4% | 20,884 | +42.9% | 2.00% | +39.5% |
| Q2 2020 | $2,204,000 | – | 14,612 | – | 1.44% | – |
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% |