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 | $2,468,577 | -9.1% | 24,468 | -4.5% | 0.60% | -8.0% |
| Q2 2023 | $2,716,321 | +5.9% | 25,616 | 0.0% | 0.65% | -8.5% |
| Q1 2023 | $2,565,699 | +3.8% | 25,616 | 0.0% | 0.71% | -7.9% |
| Q4 2022 | $2,470,919 | +15.1% | 25,616 | 0.0% | 0.77% | -0.5% |
| Q3 2022 | $2,146,108 | -4.9% | 25,616 | 0.0% | 0.77% | -10.2% |
| Q2 2022 | $2,257,538 | -16.4% | 25,616 | 0.0% | 0.86% | -0.3% |
| Q1 2022 | $2,700,695 | -9.3% | 25,616 | -3.0% | 0.86% | -13.4% |
| Q4 2021 | $2,978,140 | +5.2% | 26,416 | 0.0% | 1.00% | -8.6% |
| Q3 2021 | $2,830,739 | -3.6% | 26,416 | 0.0% | 1.09% | -4.7% |
| Q2 2021 | $2,935,346 | +5.1% | 26,416 | 0.0% | 1.15% | -7.1% |
| Q1 2021 | $2,791,907 | +8.8% | 26,416 | 0.0% | 1.24% | +6.3% |
| Q4 2020 | $2,564,994 | – | 26,416 | – | 1.16% | – |
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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% |