ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 221 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,048,629 | +6.8% | 17,914 | -5.8% | 1.12% | -5.0% |
| Q3 2023 | $1,918,560 | -5.2% | 19,016 | -0.3% | 1.18% | -3.6% |
| Q2 2023 | $2,023,175 | +4.0% | 19,079 | -1.8% | 1.22% | +5.8% |
| Q1 2023 | $1,945,168 | +3.4% | 19,421 | -0.4% | 1.15% | -3.5% |
| Q4 2022 | $1,880,799 | +13.0% | 19,498 | -1.9% | 1.20% | +4.6% |
| Q3 2022 | $1,665,000 | -2.2% | 19,875 | +2.8% | 1.14% | -8.2% |
| Q2 2022 | $1,703,000 | -18.5% | 19,325 | -2.5% | 1.24% | -6.9% |
| Q1 2022 | $2,089,000 | -6.4% | 19,819 | +0.2% | 1.34% | +2.1% |
| Q4 2021 | $2,231,000 | – | 19,789 | – | 1.31% | – |
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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% |