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 | $1,357,963 | -42.0% | 13,460 | -39.1% | 0.95% | -39.3% |
| Q2 2023 | $2,341,982 | -0.4% | 22,086 | -5.9% | 1.57% | -0.8% |
| Q1 2023 | $2,350,613 | +58.9% | 23,469 | +53.0% | 1.58% | +58.5% |
| Q4 2022 | $1,479,244 | +14.9% | 15,335 | -0.2% | 1.00% | +12.7% |
| Q3 2022 | $1,287,000 | -1.7% | 15,366 | +3.5% | 0.89% | -1.4% |
| Q2 2022 | $1,309,000 | -26.5% | 14,848 | -12.1% | 0.90% | -12.2% |
| Q1 2022 | $1,782,000 | +14.3% | 16,900 | +22.2% | 1.02% | +11.8% |
| Q4 2021 | $1,559,000 | – | 13,830 | – | 0.92% | – |
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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% |