ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| 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% |