ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 113 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.69 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |