ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 264 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $316,780 | -4.9% | 2,652 | +0.1% | 0.25% | -9.9% |
| Q1 2024 | $333,158 | +10.0% | 2,650 | +0.1% | 0.27% | -5.8% |
| Q4 2023 | $302,879 | -4.7% | 2,648 | -15.9% | 0.29% | -11.8% |
| Q3 2023 | $317,674 | -23.5% | 3,149 | -19.5% | 0.33% | -15.8% |
| Q2 2023 | $415,071 | +6.0% | 3,914 | +0.1% | 0.39% | -4.4% |
| Q1 2023 | $391,546 | +4.0% | 3,909 | +0.1% | 0.41% | -1.7% |
| Q4 2022 | $376,579 | +4.9% | 3,904 | -9.0% | 0.42% | +3.2% |
| Q3 2022 | $359,000 | -7.7% | 4,288 | -2.8% | 0.40% | +1.0% |
| Q2 2022 | $389,000 | -16.3% | 4,413 | +0.1% | 0.40% | -1.2% |
| Q1 2022 | $465,000 | -6.2% | 4,408 | +0.1% | 0.40% | -0.5% |
| Q4 2021 | $496,000 | – | 4,403 | – | 0.41% | – |
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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% |