BAILARD, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 253 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BAILARD, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$298,361
-45.5%
2,498
-42.6%
0.01%
-46.7%
Q1 2024$547,090
+9.9%
4,3520.0%0.02%0.0%
Q4 2023$497,695
+3.3%
4,352
-8.9%
0.02%
-6.2%
Q3 2023$481,851
-2.1%
4,776
+2.9%
0.02%
-5.9%
Q2 2023$492,026
+2.8%
4,640
-2.9%
0.02%0.0%
Q1 2023$478,765
-1.7%
4,780
-5.4%
0.02%
-10.5%
Q4 2022$487,219
+12.8%
5,051
-2.0%
0.02%
+5.6%
Q3 2022$432,000
-4.8%
5,1520.0%0.02%0.0%
Q2 2022$454,000
-16.4%
5,1520.0%0.02%0.0%
Q1 2022$543,000
-6.5%
5,1520.0%0.02%
-5.3%
Q4 2021$581,000
+5.3%
5,1520.0%0.02%0.0%
Q3 2021$552,000
-3.5%
5,1520.0%0.02%
-5.0%
Q2 2021$572,000
+2.0%
5,152
-3.0%
0.02%
-4.8%
Q1 2021$561,000
+8.7%
5,3120.0%0.02%
-12.5%
Q4 2020$516,000
+16.2%
5,312
+100.0%
0.02%
+4.3%
Q3 2020$444,000
+14.4%
2,656
+3.1%
0.02%
+4.5%
Q2 2020$388,000
+31.1%
2,576
+8.1%
0.02%
+4.8%
Q1 2020$296,000
-27.8%
2,382
-2.7%
0.02%
-8.7%
Q4 2019$410,000
-2.6%
2,448
-7.7%
0.02%
-8.0%
Q3 2019$421,000
-6.0%
2,653
-6.2%
0.02%
-7.4%
Q2 2019$448,000
+4.4%
2,8290.0%0.03%0.0%
Q1 2019$429,000
+8.1%
2,829
-8.3%
0.03%0.0%
Q4 2018$397,0003,0850.03%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
First Citizens Financial Corp 41,704$4,422,2923.00%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,3342.11%
Modus Advisors, LLC 43,399$4,602,0151.98%
EUDAIMONIA ADVISORS LLC 22,086$2,341,9821.57%
SOUTHERN CAPITAL ADVISORS, LLC 18,500$1,961,7811.50%
Rainsberger Wealth Advisors, Inc. 19,079$2,023,1751.22%
PLANNING DIRECTIONS INC 11,082$1,1750.86%
Royal Fund Management, LLC 63,678$6,752,4730.84%
WEALTH ADVISORS, INC. 16,356$1,764,4850.75%
Bray Capital Advisors 20,824$2,208,1770.66%
View complete list of ISHARES TR shareholders