ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $638,000 | +1.3% | 4,892 | -6.9% | 0.01% | 0.0% |
| Q3 2017 | $630,000 | +160.3% | 5,256 | +146.0% | 0.01% | +200.0% |
| Q2 2017 | $242,000 | -8.7% | 2,137 | -14.4% | 0.00% | 0.0% |
| Q4 2016 | $265,000 | -88.8% | 2,496 | -91.5% | 0.00% | -88.2% |
| Q2 2016 | $2,370,000 | +1363.0% | 29,400 | +1370.0% | 0.02% | +1600.0% |
| Q1 2016 | $162,000 | -10.0% | 2,000 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $180,000 | -71.2% | 2,000 | -72.6% | 0.00% | -75.0% |
| Q3 2015 | $624,000 | -70.7% | 7,300 | -67.8% | 0.00% | -71.4% |
| Q2 2015 | $2,129,000 | +212.6% | 22,649 | +197.5% | 0.01% | +250.0% |
| Q1 2015 | $681,000 | -2.6% | 7,614 | 0.0% | 0.00% | +33.3% |
| Q4 2014 | $699,000 | -38.6% | 7,614 | -42.4% | 0.00% | -57.1% |
| Q3 2014 | $1,138,000 | -52.1% | 13,214 | -53.0% | 0.01% | -50.0% |
| Q2 2014 | $2,376,000 | -71.6% | 28,138 | -71.4% | 0.01% | -61.1% |
| Q1 2014 | $8,365,000 | +330.1% | 98,539 | +324.4% | 0.04% | +350.0% |
| Q4 2013 | $1,945,000 | -92.3% | 23,221 | -93.2% | 0.01% | -92.2% |
| Q3 2013 | $25,146,000 | +141.9% | 339,303 | +133.4% | 0.10% | +102.0% |
| Q2 2013 | $10,397,000 | – | 145,367 | – | 0.05% | – |
Download | ||||||
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% |