ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 139 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 4.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,292,000 | -73.1% | 9,902 | -76.6% | 0.08% | -54.4% |
| Q2 2017 | $4,805,000 | +28.4% | 42,385 | +23.6% | 0.18% | +574.1% |
| Q1 2017 | $3,741,000 | -25.1% | 34,294 | -27.0% | 0.03% | +17.4% |
| Q4 2016 | $4,993,000 | +62.5% | 46,992 | +34.2% | 0.02% | +53.3% |
| Q3 2016 | $3,073,000 | +299.6% | 35,013 | +309.5% | 0.02% | +275.0% |
| Q4 2015 | $769,000 | +100.8% | 8,550 | +90.6% | 0.00% | +100.0% |
| Q3 2015 | $383,000 | +20.8% | 4,486 | +21.9% | 0.00% | +100.0% |
| Q3 2014 | $317,000 | -4.8% | 3,679 | -6.8% | 0.00% | -50.0% |
| Q2 2014 | $333,000 | +32.7% | 3,946 | +31.6% | 0.00% | +100.0% |
| Q4 2013 | $251,000 | – | 2,999 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |