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 | $662,423 | -4.1% | 6,566 | +0.8% | 0.00% | 0.0% |
Q2 2023 | $690,935 | +5.2% | 6,516 | -0.6% | 0.00% | 0.0% |
Q1 2023 | $656,551 | +2.8% | 6,555 | -1.0% | 0.00% | 0.0% |
Q4 2022 | $638,578 | -2.8% | 6,620 | -15.7% | 0.00% | 0.0% |
Q3 2022 | $657,000 | -12.9% | 7,851 | -8.2% | 0.00% | 0.0% |
Q2 2022 | $754,000 | -16.9% | 8,549 | -0.6% | 0.00% | 0.0% |
Q1 2022 | $907,000 | -6.3% | 8,600 | +0.0% | 0.00% | 0.0% |
Q4 2021 | $968,000 | +1.4% | 8,596 | -3.7% | 0.00% | 0.0% |
Q3 2021 | $955,000 | +3.9% | 8,922 | +7.9% | 0.00% | 0.0% |
Q2 2021 | $919,000 | -21.7% | 8,272 | -25.4% | 0.00% | 0.0% |
Q1 2021 | $1,173,000 | -4.9% | 11,092 | -12.7% | 0.00% | 0.0% |
Q4 2020 | $1,234,000 | +16.4% | 12,706 | +100.3% | 0.00% | 0.0% |
Q3 2020 | $1,060,000 | -20.7% | 6,343 | -28.3% | 0.00% | -50.0% |
Q2 2020 | $1,336,000 | +9.7% | 8,852 | -9.7% | 0.00% | 0.0% |
Q1 2020 | $1,218,000 | -24.3% | 9,804 | +2.2% | 0.00% | 0.0% |
Q4 2019 | $1,608,000 | +2.0% | 9,596 | -3.4% | 0.00% | 0.0% |
Q3 2019 | $1,577,000 | +1.0% | 9,930 | +0.6% | 0.00% | 0.0% |
Q2 2019 | $1,562,000 | +6.8% | 9,874 | +2.5% | 0.00% | +100.0% |
Q1 2019 | $1,463,000 | +14.7% | 9,637 | -3.0% | 0.00% | 0.0% |
Q4 2018 | $1,276,000 | -21.6% | 9,934 | -4.6% | 0.00% | -50.0% |
Q3 2018 | $1,627,000 | +2.7% | 10,418 | -5.5% | 0.00% | 0.0% |
Q2 2018 | $1,584,000 | +0.1% | 11,020 | +0.9% | 0.00% | 0.0% |
Q1 2018 | $1,583,000 | +12.7% | 10,918 | +14.6% | 0.00% | +100.0% |
Q4 2017 | $1,404,000 | +15.2% | 9,531 | +8.4% | 0.00% | 0.0% |
Q3 2017 | $1,219,000 | +17.0% | 8,792 | +11.0% | 0.00% | 0.0% |
Q2 2017 | $1,042,000 | +4.1% | 7,923 | -0.3% | 0.00% | 0.0% |
Q1 2017 | $1,001,000 | +11.3% | 7,948 | +6.5% | 0.00% | 0.0% |
Q4 2016 | $899,000 | +18.4% | 7,466 | +12.5% | 0.00% | 0.0% |
Q3 2016 | $759,000 | -6.8% | 6,638 | -10.4% | 0.00% | 0.0% |
Q2 2016 | $814,000 | -4.3% | 7,412 | -6.8% | 0.00% | 0.0% |
Q1 2016 | $851,000 | -3.8% | 7,953 | -7.5% | 0.00% | 0.0% |
Q4 2015 | $885,000 | +9.7% | 8,596 | +2.7% | 0.00% | 0.0% |
Q3 2015 | $807,000 | -18.5% | 8,369 | -10.9% | 0.00% | 0.0% |
Q2 2015 | $990,000 | -12.2% | 9,396 | -10.1% | 0.00% | 0.0% |
Q1 2015 | $1,128,000 | +248.1% | 10,450 | +245.1% | 0.00% | – |
Q4 2014 | $324,000 | +8.0% | 3,028 | +1.7% | 0.00% | – |
Q3 2014 | $300,000 | -19.4% | 2,976 | -17.0% | 0.00% | – |
Q2 2014 | $372,000 | +5.4% | 3,586 | +2.2% | 0.00% | – |
Q1 2014 | $353,000 | -20.3% | 3,509 | -19.6% | 0.00% | -100.0% |
Q4 2013 | $443,000 | +57.1% | 4,366 | +40.3% | 0.00% | – |
Q3 2013 | $282,000 | +14.2% | 3,113 | +4.5% | 0.00% | – |
Q2 2013 | $247,000 | – | 2,980 | – | 0.00% | – |
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% |