ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 189 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 2.98 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $209,976 | -20.4% | 1,758 | -16.2% | 0.01% | -60.0% |
| Q1 2024 | $263,736 | +9.9% | 2,098 | 0.0% | 0.02% | 0.0% |
| Q4 2023 | $239,925 | +13.4% | 2,098 | 0.0% | 0.02% | +5.3% |
| Q3 2023 | $211,663 | -12.8% | 2,098 | -8.3% | 0.02% | -9.5% |
| Q2 2023 | $242,615 | -8.5% | 2,288 | -13.6% | 0.02% | -12.5% |
| Q1 2023 | $265,218 | -2.7% | 2,648 | -6.3% | 0.02% | -4.0% |
| Q4 2022 | $272,495 | +11.2% | 2,825 | -3.3% | 0.02% | 0.0% |
| Q3 2022 | $245,000 | -22.0% | 2,922 | -1.8% | 0.02% | -3.8% |
| Q1 2022 | $314,000 | -7.1% | 2,976 | -0.6% | 0.03% | 0.0% |
| Q4 2021 | $338,000 | -1.2% | 2,994 | -6.2% | 0.03% | +18.2% |
| Q3 2021 | $342,000 | -3.7% | 3,193 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $355,000 | +5.0% | 3,193 | -0.1% | 0.02% | 0.0% |
| Q1 2021 | $338,000 | +9.0% | 3,195 | 0.0% | 0.02% | +9.5% |
| Q4 2020 | $310,000 | +11.9% | 3,195 | +92.7% | 0.02% | 0.0% |
| Q3 2020 | $277,000 | +13.5% | 1,658 | +2.5% | 0.02% | 0.0% |
| Q2 2020 | $244,000 | +21.4% | 1,617 | 0.0% | 0.02% | -19.2% |
| Q1 2020 | $201,000 | -25.8% | 1,617 | -0.1% | 0.03% | -7.1% |
| Q4 2019 | $271,000 | -24.3% | 1,618 | -28.2% | 0.03% | -26.3% |
| Q3 2019 | $358,000 | – | 2,252 | – | 0.04% | – |
Download | ||||||
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% |