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 | $206,131 | -4.9% | 2,043 | 0.0% | 0.09% | -33.3% |
| Q2 2023 | $216,653 | +6.1% | 2,043 | +0.2% | 0.13% | +38.7% |
| Q1 2023 | $204,208 | -95.5% | 2,039 | -94.9% | 0.09% | -95.4% |
| Q4 2021 | $4,548,000 | +6.9% | 40,339 | +1.6% | 2.01% | +6.2% |
| Q3 2021 | $4,253,000 | +1.1% | 39,690 | +4.8% | 1.89% | +8.1% |
| Q2 2021 | $4,207,000 | +6.4% | 37,856 | +1.2% | 1.75% | -0.3% |
| Q1 2021 | $3,954,000 | +12.4% | 37,413 | +3.3% | 1.76% | +1.3% |
| Q4 2020 | $3,518,000 | – | 36,231 | – | 1.73% | – |
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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% |