ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 116 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12 | -99.8% | 75 | +92.3% | 0.00% | – |
| Q2 2019 | $5,000 | 0.0% | 39 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | -97.6% | 39 | -97.9% | 0.00% | -100.0% |
| Q4 2018 | $209,000 | -15.7% | 1,860 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $248,000 | +2.9% | 1,860 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $241,000 | -1.2% | 1,860 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $244,000 | +0.4% | 1,860 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $243,000 | +9.0% | 1,860 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $223,000 | +5.7% | 1,860 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $211,000 | -24.9% | 1,860 | -27.9% | 0.00% | 0.0% |
| Q1 2017 | $281,000 | – | 2,578 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |