ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 139 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 4.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $358,000 | +7.2% | 2,675 | 0.0% | 0.03% | +3.1% |
| Q1 2019 | $334,000 | +11.3% | 2,675 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $300,000 | -16.0% | 2,675 | 0.0% | 0.03% | -15.8% |
| Q3 2018 | $357,000 | +2.9% | 2,675 | 0.0% | 0.04% | -2.6% |
| Q2 2018 | $347,000 | -0.9% | 2,675 | 0.0% | 0.04% | -2.5% |
| Q1 2018 | $350,000 | +0.3% | 2,675 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $349,000 | +8.7% | 2,675 | 0.0% | 0.04% | +2.6% |
| Q3 2017 | $321,000 | +5.9% | 2,675 | 0.0% | 0.04% | +2.6% |
| Q2 2017 | $303,000 | +3.8% | 2,675 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $292,000 | +2.8% | 2,675 | 0.0% | 0.04% | -19.1% |
| Q4 2016 | $284,000 | +20.9% | 2,675 | 0.0% | 0.05% | +11.9% |
| Q3 2016 | $235,000 | +8.8% | 2,675 | 0.0% | 0.04% | +13.5% |
| Q2 2016 | $216,000 | -0.5% | 2,675 | 0.0% | 0.04% | -11.9% |
| Q1 2016 | $217,000 | -10.0% | 2,675 | 0.0% | 0.04% | -17.6% |
| Q4 2015 | $241,000 | +5.2% | 2,675 | 0.0% | 0.05% | 0.0% |
| Q3 2015 | $229,000 | -8.8% | 2,675 | 0.0% | 0.05% | +2.0% |
| Q2 2015 | $251,000 | +5.0% | 2,675 | 0.0% | 0.05% | +11.1% |
| Q1 2015 | $239,000 | -2.8% | 2,675 | 0.0% | 0.04% | -29.7% |
| Q4 2014 | $246,000 | – | 2,675 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |