ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 288 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 2.31 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $375,589 | +54.0% | 3,145 | +30.1% | 0.02% | +8.7% |
| Q3 2023 | $243,862 | -38.0% | 2,417 | -34.9% | 0.02% | -50.0% |
| Q2 2023 | $393,402 | -13.4% | 3,710 | -18.2% | 0.05% | -14.8% |
| Q1 2023 | $454,354 | +8.9% | 4,536 | +4.9% | 0.05% | -1.8% |
| Q4 2022 | $417,037 | +5.0% | 4,323 | -8.8% | 0.06% | -8.3% |
| Q3 2022 | $397,000 | -52.2% | 4,740 | -49.8% | 0.06% | -51.6% |
| Q2 2022 | $831,000 | -20.8% | 9,433 | -5.2% | 0.12% | -9.5% |
| Q1 2022 | $1,049,000 | +157.1% | 9,953 | +175.2% | 0.14% | +153.7% |
| Q4 2021 | $408,000 | +14.0% | 3,616 | +8.0% | 0.05% | +3.8% |
| Q3 2021 | $358,000 | -3.5% | 3,347 | +0.1% | 0.05% | +15.6% |
| Q2 2021 | $371,000 | +28.4% | 3,343 | +22.1% | 0.04% | -6.2% |
| Q1 2021 | $289,000 | +23.5% | 2,739 | +13.5% | 0.05% | -2.0% |
| Q4 2020 | $234,000 | -99.9% | 2,413 | +100.2% | 0.05% | -54.2% |
| Q3 2020 | $212,550,000 | -2.0% | 1,205 | -15.4% | 0.11% | -10.8% |
| Q2 2020 | $216,989,000 | -29.2% | 1,424 | -42.3% | 0.12% | -38.5% |
| Q1 2020 | $306,614,000 | -28.8% | 2,469 | -0.3% | 0.20% | -24.4% |
| Q4 2019 | $430,589,000 | – | 2,476 | – | 0.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Citizens Financial Corp | 41,704 | $4,422,292 | 3.00% |
| MAGNOLIA CAPITAL MANAGEMENT LTD | 22,010 | $2,334 | 2.11% |
| Modus Advisors, LLC | 43,399 | $4,602,015 | 1.98% |
| EUDAIMONIA ADVISORS LLC | 22,086 | $2,341,982 | 1.57% |
| SOUTHERN CAPITAL ADVISORS, LLC | 18,500 | $1,961,781 | 1.50% |
| Rainsberger Wealth Advisors, Inc. | 19,079 | $2,023,175 | 1.22% |
| PLANNING DIRECTIONS INC | 11,082 | $1,175 | 0.86% |
| Royal Fund Management, LLC | 63,678 | $6,752,473 | 0.84% |
| WEALTH ADVISORS, INC. | 16,356 | $1,764,485 | 0.75% |
| Bray Capital Advisors | 20,824 | $2,208,177 | 0.66% |