ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 228 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $492 | +5.8% | 3,182 | +8.1% | 0.02% | +9.1% |
| Q2 2023 | $465 | +77.5% | 2,943 | +69.3% | 0.02% | +69.2% |
| Q1 2023 | $262 | -46.0% | 1,738 | -43.6% | 0.01% | -51.9% |
| Q4 2022 | $485 | -99.9% | 3,082 | +10.0% | 0.03% | +22.7% |
| Q3 2022 | $396,000 | +10.0% | 2,802 | +15.3% | 0.02% | +10.0% |
| Q2 2022 | $360,000 | +2.3% | 2,431 | +24.6% | 0.02% | +25.0% |
| Q1 2022 | $352,000 | -16.2% | 1,951 | -10.3% | 0.02% | -11.1% |
| Q4 2021 | $420,000 | +2.9% | 2,175 | +0.3% | 0.02% | -5.3% |
| Q3 2021 | $408,000 | +3.0% | 2,169 | +1.5% | 0.02% | 0.0% |
| Q2 2021 | $396,000 | +10.0% | 2,136 | +1.6% | 0.02% | -5.0% |
| Q1 2021 | $360,000 | +41.2% | 2,103 | +23.8% | 0.02% | -9.1% |
| Q4 2020 | $255,000 | +21.4% | 1,699 | -1.4% | 0.02% | +10.0% |
| Q3 2020 | $210,000 | -13.2% | 1,723 | -14.8% | 0.02% | -13.0% |
| Q2 2020 | $242,000 | +6.6% | 2,023 | +35.3% | 0.02% | +15.0% |
| Q4 2019 | $227,000 | -49.2% | 1,495 | -75.2% | 0.02% | -83.1% |
| Q3 2013 | $447,000 | +25.6% | 6,037 | +21.3% | 0.12% | +20.4% |
| Q2 2013 | $356,000 | – | 4,977 | – | 0.10% | – |
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% |