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 | $280,762 | -10.9% | 2,783 | -6.4% | 0.01% | 0.0% |
Q2 2023 | $315,216 | -14.4% | 2,973 | -19.1% | 0.01% | -25.0% |
Q1 2023 | $368,249 | +6.3% | 3,676 | +2.3% | 0.01% | 0.0% |
Q4 2022 | $346,462 | +17.4% | 3,592 | +1.8% | 0.01% | +14.3% |
Q3 2022 | $295,000 | -5.8% | 3,528 | -0.9% | 0.01% | 0.0% |
Q2 2022 | $313,000 | -30.4% | 3,560 | -16.6% | 0.01% | -22.2% |
Q1 2022 | $450,000 | -6.1% | 4,269 | +0.6% | 0.01% | -10.0% |
Q4 2021 | $479,000 | -5.7% | 4,245 | -10.5% | 0.01% | -9.1% |
Q3 2021 | $508,000 | +6.7% | 4,741 | +10.5% | 0.01% | +10.0% |
Q2 2021 | $476,000 | +15.5% | 4,289 | +10.2% | 0.01% | 0.0% |
Q1 2021 | $412,000 | – | 3,892 | – | 0.01% | – |
Download |
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% |