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 | $498 | -21.0% | 4,934 | -17.0% | 0.00% | -33.3% |
| Q2 2023 | $630 | +27.8% | 5,941 | +20.8% | 0.00% | +50.0% |
| Q1 2023 | $493 | +111.6% | 4,918 | +103.4% | 0.00% | +100.0% |
| Q4 2022 | $233 | -99.9% | 2,418 | -28.3% | 0.00% | -50.0% |
| Q3 2022 | $283,000 | +18.9% | 3,372 | +24.8% | 0.00% | +100.0% |
| Q2 2022 | $238,000 | -17.9% | 2,703 | -1.7% | 0.00% | -50.0% |
| Q1 2022 | $290,000 | -53.6% | 2,750 | -50.4% | 0.00% | -50.0% |
| Q4 2021 | $625,000 | +0.2% | 5,544 | -4.8% | 0.00% | 0.0% |
| Q3 2021 | $624,000 | -43.3% | 5,823 | -41.2% | 0.00% | -50.0% |
| Q2 2021 | $1,101,000 | +6.6% | 9,910 | +1.5% | 0.01% | -11.1% |
| Q1 2021 | $1,033,000 | -11.6% | 9,768 | -18.8% | 0.01% | -40.0% |
| Q4 2020 | $1,169,000 | +16.2% | 12,036 | -0.0% | 0.02% | 0.0% |
| Q3 2020 | $1,006,000 | +10.8% | 12,037 | +100.0% | 0.02% | -6.2% |
| Q2 2020 | $908,000 | +21.9% | 6,018 | +0.3% | 0.02% | 0.0% |
| Q1 2020 | $745,000 | -25.9% | 5,998 | 0.0% | 0.02% | -20.0% |
| Q4 2019 | $1,006,000 | +5.7% | 5,998 | 0.0% | 0.02% | -9.1% |
| Q3 2019 | $952,000 | -11.9% | 5,998 | -12.1% | 0.02% | -24.1% |
| Q2 2019 | $1,080,000 | +2.0% | 6,825 | -2.2% | 0.03% | +26.1% |
| Q1 2019 | $1,059,000 | – | 6,975 | – | 0.02% | – |
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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% |