ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 240 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $221,000 | -6.8% | 1,225 | 0.0% | 0.07% | +1.5% |
| Q4 2021 | $237,000 | +2.6% | 1,225 | 0.0% | 0.07% | -8.1% |
| Q3 2021 | $231,000 | +7600.0% | 1,225 | +5004.2% | 0.07% | +7300.0% |
| Q3 2019 | $3,000 | -93.0% | 24 | -92.6% | 0.00% | -95.2% |
| Q2 2019 | $43,000 | +7.5% | 324 | 0.0% | 0.02% | +5.0% |
| Q1 2019 | $40,000 | +11.1% | 324 | 0.0% | 0.02% | -4.8% |
| Q4 2018 | $36,000 | -16.3% | 324 | 0.0% | 0.02% | +16.7% |
| Q3 2018 | $43,000 | +126.3% | 324 | +116.0% | 0.02% | +125.0% |
| Q2 2018 | $19,000 | -5.0% | 150 | 0.0% | 0.01% | -11.1% |
| Q1 2018 | $20,000 | -93.9% | 150 | -96.1% | 0.01% | -96.7% |
| Q2 2014 | $327,000 | -62.2% | 3,875 | -61.9% | 0.28% | -62.1% |
| Q1 2014 | $864,000 | +313.4% | 10,175 | +307.0% | 0.73% | +318.4% |
| Q4 2013 | $209,000 | – | 2,500 | – | 0.17% | – |
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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% |