ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $1,350,000 | -36.6% | 11,060 | -37.9% | 0.42% | -40.6% |
| Q2 2020 | $2,128,000 | -25.4% | 17,823 | -35.8% | 0.71% | -42.4% |
| Q1 2020 | $2,851,000 | -38.0% | 27,773 | -8.3% | 1.23% | -21.5% |
| Q4 2019 | $4,600,000 | -26.8% | 30,298 | -34.3% | 1.57% | -28.1% |
| Q3 2019 | $6,287,000 | -3.4% | 46,083 | -5.2% | 2.18% | -2.2% |
| Q2 2019 | $6,509,000 | +130.0% | 48,613 | +114.4% | 2.23% | +131.5% |
| Q1 2019 | $2,830,000 | +7.9% | 22,675 | -2.9% | 0.96% | -1.7% |
| Q4 2018 | $2,622,000 | -17.4% | 23,350 | -2.0% | 0.98% | +5.0% |
| Q3 2018 | $3,176,000 | +1.7% | 23,830 | -1.1% | 0.93% | +0.8% |
| Q2 2018 | $3,124,000 | +120.3% | 24,105 | +122.6% | 0.92% | +122.9% |
| Q1 2018 | $1,418,000 | +119.5% | 10,830 | +118.8% | 0.42% | +198.6% |
| Q4 2017 | $646,000 | – | 4,950 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |