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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $207 | -1.9% | 1,374 | +2.5% | 0.01% | 0.0% |
| Q4 2022 | $211 | -99.9% | 1,340 | -34.5% | 0.01% | -36.4% |
| Q3 2022 | $290,000 | -0.3% | 2,047 | +4.2% | 0.01% | +10.0% |
| Q2 2022 | $291,000 | -71.0% | 1,965 | -64.7% | 0.01% | -67.7% |
| Q1 2022 | $1,003,000 | -0.8% | 5,564 | +6.3% | 0.03% | +3.3% |
| Q4 2021 | $1,011,000 | +19.6% | 5,235 | +16.6% | 0.03% | +7.1% |
| Q3 2021 | $845,000 | +12.2% | 4,488 | +10.4% | 0.03% | +12.0% |
| Q2 2021 | $753,000 | +108.6% | 4,066 | +93.2% | 0.02% | +92.3% |
| Q1 2021 | $361,000 | +11.8% | 2,105 | -2.0% | 0.01% | +8.3% |
| Q4 2020 | $323,000 | +15.8% | 2,149 | -5.9% | 0.01% | 0.0% |
| Q3 2020 | $279,000 | +13.4% | 2,283 | +10.9% | 0.01% | 0.0% |
| Q2 2020 | $246,000 | -18.3% | 2,059 | -29.7% | 0.01% | -33.3% |
| Q1 2020 | $301,000 | -42.1% | 2,927 | -14.6% | 0.02% | -28.0% |
| Q4 2019 | $520,000 | +14.0% | 3,428 | +2.6% | 0.02% | +4.2% |
| Q3 2019 | $456,000 | +47.1% | 3,342 | +44.4% | 0.02% | +41.2% |
| Q2 2019 | $310,000 | -21.1% | 2,315 | -26.6% | 0.02% | -26.1% |
| Q1 2019 | $393,000 | +6.5% | 3,153 | -4.2% | 0.02% | -4.2% |
| Q4 2018 | $369,000 | -13.2% | 3,290 | +3.1% | 0.02% | 0.0% |
| Q3 2018 | $425,000 | +15.8% | 3,190 | +12.6% | 0.02% | +9.1% |
| Q2 2018 | $367,000 | -3.7% | 2,834 | -2.5% | 0.02% | -15.4% |
| Q1 2018 | $381,000 | +2.1% | 2,906 | +1.7% | 0.03% | +4.0% |
| Q4 2017 | $373,000 | +48.6% | 2,858 | +36.9% | 0.02% | +38.9% |
| Q3 2017 | $251,000 | +5.5% | 2,087 | -0.4% | 0.02% | 0.0% |
| Q2 2017 | $238,000 | +8.7% | 2,095 | +4.5% | 0.02% | +5.9% |
| Q1 2017 | $219,000 | – | 2,004 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 132,348 | $18,056,000 | 4.62% |
| RiverFront Investment Group, LLC | 888,331 | $121,194,000 | 2.99% |
| RVW Wealth, LLC | 86,680 | $11,826,000 | 2.81% |
| Quantitative Advantage, LLC | 59,362 | $8,099,000 | 2.23% |
| CYPRESS ASSET MANAGEMENT INC/TX | 46,083 | $6,287,000 | 2.18% |
| BECK CAPITAL MANAGEMENT, LLC | 22,434 | $3,061,000 | 1.66% |
| Karp Capital Management Corp | 32,855 | $4,482,000 | 1.31% |
| Baltimore-Washington Financial Advisors, Inc. | 53,099 | $7,244,000 | 1.19% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,833 | $3,661,000 | 1.00% |
| Cresset Asset Management, LLC | 175,773 | $23,981,000 | 0.73% |