ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.42 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 ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |