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 | $889,841 | -2.8% | 7,450 | +1.0% | 0.02% | -66.7% |
| Q1 2024 | $915,576 | +8.6% | 7,379 | +0.1% | 0.04% | 0.0% |
| Q4 2023 | $843,233 | -43.2% | 7,373 | -49.9% | 0.04% | +4.7% |
| Q3 2023 | $1,484,452 | +90.3% | 14,714 | +100.0% | 0.04% | -8.5% |
| Q2 2023 | $780,113 | +1.8% | 7,357 | -3.8% | 0.05% | -16.1% |
| Q1 2023 | $766,256 | +4.0% | 7,650 | +0.1% | 0.06% | -3.4% |
| Q4 2022 | $737,125 | +91.5% | 7,642 | +66.1% | 0.06% | +65.7% |
| Q3 2022 | $385,000 | -4.9% | 4,600 | 0.0% | 0.04% | +9.4% |
| Q2 2022 | $405,000 | -16.5% | 4,600 | 0.0% | 0.03% | -3.0% |
| Q1 2022 | $485,000 | -6.6% | 4,600 | 0.0% | 0.03% | -5.7% |
| Q4 2021 | $519,000 | +1.0% | 4,600 | -4.2% | 0.04% | -7.9% |
| Q3 2021 | $514,000 | -3.6% | 4,800 | 0.0% | 0.04% | -7.3% |
| Q2 2021 | $533,000 | +5.1% | 4,800 | 0.0% | 0.04% | -2.4% |
| Q1 2021 | $507,000 | +8.8% | 4,800 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $466,000 | +16.2% | 4,800 | +100.0% | 0.04% | -2.3% |
| Q3 2020 | $401,000 | +10.8% | 2,400 | 0.0% | 0.04% | +2.4% |
| Q2 2020 | $362,000 | +21.5% | 2,400 | 0.0% | 0.04% | -2.3% |
| Q1 2020 | $298,000 | -30.2% | 2,400 | -5.9% | 0.04% | -17.3% |
| Q4 2019 | $427,000 | – | 2,550 | – | 0.05% | – |
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% |