ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 73 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,363,000 | +8.4% | 19,719 | +2.5% | 0.01% | 0.0% |
| Q2 2017 | $2,180,000 | +11.6% | 19,229 | +7.4% | 0.01% | +7.7% |
| Q1 2017 | $1,954,000 | +126.4% | 17,907 | +120.6% | 0.01% | +116.7% |
| Q4 2016 | $863,000 | +155.3% | 8,118 | +111.0% | 0.01% | +100.0% |
| Q3 2016 | $338,000 | -6.6% | 3,847 | -14.3% | 0.00% | 0.0% |
| Q2 2016 | $362,000 | +4.3% | 4,489 | +5.0% | 0.00% | 0.0% |
| Q1 2016 | $347,000 | -12.6% | 4,276 | -3.1% | 0.00% | -25.0% |
| Q4 2015 | $397,000 | +16.8% | 4,415 | +11.0% | 0.00% | 0.0% |
| Q3 2015 | $340,000 | -6.8% | 3,978 | +2.5% | 0.00% | 0.0% |
| Q2 2015 | $365,000 | +22.9% | 3,880 | +16.9% | 0.00% | +33.3% |
| Q1 2015 | $297,000 | -10.3% | 3,320 | -7.9% | 0.00% | -25.0% |
| Q4 2014 | $331,000 | +4.7% | 3,603 | -1.8% | 0.00% | 0.0% |
| Q3 2014 | $316,000 | -24.2% | 3,669 | -25.7% | 0.00% | -20.0% |
| Q2 2014 | $417,000 | -5.9% | 4,940 | -5.3% | 0.01% | -16.7% |
| Q1 2014 | $443,000 | +63.5% | 5,215 | +61.1% | 0.01% | +50.0% |
| Q4 2013 | $271,000 | +12.9% | 3,238 | +0.1% | 0.00% | 0.0% |
| Q3 2013 | $240,000 | -12.7% | 3,235 | -15.7% | 0.00% | -20.0% |
| Q2 2013 | $275,000 | – | 3,839 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |