ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 231 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.87 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $675,512 | -8.9% | 6,696 | -4.3% | 0.17% | -5.6% |
| Q2 2023 | $741,700 | +3.4% | 6,995 | -2.3% | 0.18% | -0.6% |
| Q1 2023 | $717,094 | -35.3% | 7,159 | -37.7% | 0.18% | -36.5% |
| Q4 2022 | $1,107,886 | -67.0% | 11,485 | -71.4% | 0.28% | -69.6% |
| Q3 2022 | $3,362,000 | +0.9% | 40,124 | +6.2% | 0.94% | +1.4% |
| Q2 2022 | $3,331,000 | -53.0% | 37,793 | -43.8% | 0.92% | -41.4% |
| Q1 2022 | $7,084,000 | -4.3% | 67,194 | +2.4% | 1.58% | +0.6% |
| Q4 2021 | $7,399,000 | +10.4% | 65,627 | +4.9% | 1.57% | -0.8% |
| Q3 2021 | $6,702,000 | +7.1% | 62,541 | +12.5% | 1.58% | +9.6% |
| Q2 2021 | $6,259,000 | -12.0% | 55,576 | -17.4% | 1.44% | -18.4% |
| Q1 2021 | $7,113,000 | +8.1% | 67,297 | -0.6% | 1.76% | -3.6% |
| Q4 2020 | $6,577,000 | – | 67,732 | – | 1.83% | – |
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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% |