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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $269 | -99.9% | 2,685 | -16.4% | 0.02% | -18.5% |
| Q4 2021 | $362,000 | +0.3% | 3,210 | -1.2% | 0.03% | -10.0% |
| Q2 2021 | $361,000 | +2.3% | 3,248 | -2.7% | 0.03% | -14.3% |
| Q1 2021 | $353,000 | +146.9% | 3,339 | +127.5% | 0.04% | +133.3% |
| Q4 2020 | $143,000 | -1.4% | 1,468 | +69.3% | 0.02% | -25.0% |
| Q4 2019 | $145,000 | +202.1% | 867 | +161.9% | 0.02% | +185.7% |
| Q2 2018 | $48,000 | -90.2% | 331 | -90.2% | 0.01% | -93.9% |
| Q1 2018 | $489,000 | +9.4% | 3,374 | +11.2% | 0.12% | -0.9% |
| Q4 2017 | $447,000 | – | 3,035 | – | 0.12% | – |
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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% |