ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 142 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.91 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $13,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $13,000 | -35.0% | 100 | -33.3% | 0.00% | -50.0% |
| Q4 2017 | $20,000 | +11.1% | 150 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $18,000 | +5.9% | 150 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $17,000 | +6.2% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $16,000 | -71.9% | 150 | -76.9% | 0.00% | -66.7% |
| Q3 2016 | $57,000 | +9.6% | 650 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $52,000 | -14.8% | 650 | -13.3% | 0.01% | -14.3% |
| Q1 2016 | $61,000 | -15.3% | 750 | -6.2% | 0.01% | -22.2% |
| Q4 2015 | $72,000 | +12.5% | 800 | +6.7% | 0.01% | +12.5% |
| Q3 2015 | $64,000 | -9.9% | 750 | 0.0% | 0.01% | -11.1% |
| Q2 2015 | $71,000 | +6.0% | 750 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $67,000 | -2.9% | 750 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $69,000 | -36.1% | 750 | -40.0% | 0.01% | -43.8% |
| Q3 2014 | $108,000 | +1.9% | 1,250 | 0.0% | 0.02% | 0.0% |
| Q2 2014 | $106,000 | – | 1,250 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |