ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.
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 | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |