ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 213 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,920,840 | +145942.0% | 18,888 | +42.6% | 0.00% | 0.0% |
| Q1 2023 | $2,000 | -99.9% | 13,249 | -36.3% | 0.00% | -50.0% |
| Q3 2022 | $2,937,000 | -67.6% | 20,794 | -66.0% | 0.00% | -66.7% |
| Q2 2022 | $9,059,000 | +514.6% | 61,119 | +647.5% | 0.01% | +500.0% |
| Q1 2022 | $1,474,000 | -81.2% | 8,176 | -79.8% | 0.00% | -75.0% |
| Q4 2021 | $7,821,000 | +3300.4% | 40,507 | +1998.8% | 0.00% | – |
| Q2 2020 | $230,000 | -95.8% | 1,930 | -97.2% | 0.00% | -100.0% |
| Q2 2016 | $5,490,000 | +2276.6% | 68,100 | +2414.8% | 0.01% | – |
| Q3 2015 | $231,000 | – | 2,708 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |