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 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 ↓ |
|---|---|---|---|
| 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% |