ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 217 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 4.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,308,564 | -2.1% | 8,462 | 0.0% | 0.12% | +4.5% |
| Q2 2023 | $1,336,911 | +4.3% | 8,462 | -0.4% | 0.11% | -2.7% |
| Q1 2023 | $1,281,952 | +95711.1% | 8,492 | 0.0% | 0.11% | -6.6% |
| Q4 2022 | $1,338 | -99.9% | 8,492 | -0.9% | 0.12% | +5.2% |
| Q3 2022 | $1,210,000 | -5.5% | 8,567 | -0.8% | 0.12% | +2.7% |
| Q2 2022 | $1,280,000 | -19.0% | 8,637 | -1.5% | 0.11% | -2.6% |
| Q1 2022 | $1,581,000 | -7.9% | 8,767 | -1.4% | 0.12% | -3.4% |
| Q4 2021 | $1,717,000 | +0.1% | 8,893 | -2.4% | 0.12% | -8.5% |
| Q3 2021 | $1,715,000 | +1.6% | 9,113 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $1,688,000 | +8.1% | 9,113 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $1,561,000 | +10.6% | 9,113 | -3.1% | 0.13% | +4.1% |
| Q4 2020 | $1,411,000 | +21.3% | 9,403 | -1.3% | 0.12% | +6.0% |
| Q3 2020 | $1,163,000 | +3.6% | 9,528 | +1.3% | 0.12% | -5.7% |
| Q2 2020 | $1,123,000 | +11.6% | 9,403 | -4.1% | 0.12% | -7.5% |
| Q1 2020 | $1,006,000 | -33.9% | 9,803 | -2.1% | 0.13% | -13.1% |
| Q4 2019 | $1,521,000 | +6.4% | 10,018 | -4.4% | 0.15% | -1.9% |
| Q3 2019 | $1,429,000 | -3.4% | 10,474 | -5.2% | 0.16% | -2.5% |
| Q2 2019 | $1,479,000 | +6.6% | 11,049 | -0.6% | 0.16% | +5.3% |
| Q1 2019 | $1,388,000 | +11.2% | 11,120 | 0.0% | 0.15% | -0.7% |
| Q4 2018 | $1,248,000 | -17.3% | 11,120 | -1.8% | 0.15% | +2.7% |
| Q3 2018 | $1,509,000 | +4.4% | 11,320 | +1.5% | 0.15% | +0.7% |
| Q2 2018 | $1,445,000 | -1.2% | 11,150 | -0.2% | 0.15% | -1.3% |
| Q1 2018 | $1,463,000 | +0.3% | 11,175 | 0.0% | 0.15% | +2.7% |
| Q4 2017 | $1,458,000 | +8.9% | 11,175 | 0.0% | 0.15% | +3.5% |
| Q3 2017 | $1,339,000 | +5.7% | 11,175 | 0.0% | 0.14% | +0.7% |
| Q2 2017 | $1,267,000 | +1.0% | 11,175 | -2.7% | 0.14% | -2.8% |
| Q1 2017 | $1,254,000 | -1.8% | 11,490 | -4.4% | 0.14% | -8.3% |
| Q4 2016 | $1,277,000 | +18.8% | 12,020 | -1.8% | 0.16% | +13.8% |
| Q3 2016 | $1,075,000 | +9.8% | 12,245 | +0.8% | 0.14% | +2.2% |
| Q2 2016 | $979,000 | -2.1% | 12,145 | -1.5% | 0.14% | -5.6% |
| Q1 2016 | $1,000,000 | -11.0% | 12,330 | -1.2% | 0.14% | -7.7% |
| Q4 2015 | $1,123,000 | +7.0% | 12,480 | +1.6% | 0.16% | -3.1% |
| Q3 2015 | $1,050,000 | -11.2% | 12,280 | -2.4% | 0.16% | -7.0% |
| Q2 2015 | $1,183,000 | +5.1% | 12,580 | 0.0% | 0.17% | +6.2% |
| Q1 2015 | $1,126,000 | -1.4% | 12,580 | +1.1% | 0.16% | -6.4% |
| Q4 2014 | $1,142,000 | +13.9% | 12,440 | +6.8% | 0.17% | +8.1% |
| Q3 2014 | $1,003,000 | -1.2% | 11,645 | -3.1% | 0.16% | -3.0% |
| Q2 2014 | $1,015,000 | -0.3% | 12,020 | +0.2% | 0.16% | +19.6% |
| Q1 2014 | $1,018,000 | +6.7% | 11,995 | +5.3% | 0.14% | +3.8% |
| Q4 2013 | $954,000 | -41.9% | 11,395 | -49.5% | 0.13% | +1.5% |
| Q3 2013 | $1,643,000 | +104.6% | 22,560 | +100.9% | 0.13% | -0.8% |
| Q2 2013 | $803,000 | – | 11,230 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |