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 | $349,191 | -4.6% | 3,461 | +0.3% | 0.31% | +3.0% |
| Q2 2023 | $365,944 | +6.2% | 3,451 | +0.3% | 0.30% | +2.4% |
| Q1 2023 | $344,717 | +4.1% | 3,442 | +0.3% | 0.29% | +1.4% |
| Q4 2022 | $331,051 | +14.9% | 3,432 | 0.0% | 0.29% | +2.5% |
| Q3 2022 | $288,000 | -4.6% | 3,432 | 0.0% | 0.28% | +9.4% |
| Q2 2022 | $302,000 | -16.6% | 3,432 | 0.0% | 0.26% | -24.5% |
| Q1 2022 | $362,000 | -6.5% | 3,432 | -0.0% | 0.34% | +4.0% |
| Q4 2021 | $387,000 | +5.4% | 3,433 | +0.2% | 0.33% | +7.9% |
| Q3 2021 | $367,000 | -3.4% | 3,426 | +0.2% | 0.30% | -11.2% |
| Q2 2021 | $380,000 | +5.3% | 3,419 | +0.2% | 0.34% | -8.6% |
| Q1 2021 | $361,000 | – | 3,412 | – | 0.37% | – |
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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% |