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 | $416,426 | -4.8% | 3,486 | +0.2% | 0.31% | -9.8% |
| Q1 2024 | $437,318 | +10.1% | 3,479 | +0.2% | 0.35% | +5.2% |
| Q4 2023 | $397,061 | +13.7% | 3,472 | +0.3% | 0.33% | +7.5% |
| 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 | 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% |