ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $415,673 | +18.1% | 2,491 | 0.0% | 0.22% | +12.3% |
| Q3 2022 | $352,000 | -4.6% | 2,491 | 0.0% | 0.20% | 0.0% |
| Q2 2022 | $369,000 | -17.8% | 2,491 | 0.0% | 0.20% | +1.6% |
| Q1 2022 | $449,000 | -6.7% | 2,491 | 0.0% | 0.19% | +16.4% |
| Q4 2021 | $481,000 | -40.7% | 2,491 | -37.6% | 0.16% | -54.4% |
| Q3 2021 | $811,000 | +9.4% | 3,990 | 0.0% | 0.36% | -0.5% |
| Q2 2021 | $741,000 | +8.5% | 3,990 | 0.0% | 0.36% | -9.2% |
| Q1 2021 | $683,000 | +17.2% | 3,990 | +8.6% | 0.40% | +5.2% |
| Q4 2020 | $583,000 | – | 3,675 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |