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 | $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 | 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% |