ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $95 | -15.2% | 615 | -13.4% | 0.04% | -21.2% |
| Q2 2023 | $112 | -2.6% | 710 | -6.6% | 0.05% | 0.0% |
| Q1 2023 | $115 | -4.2% | 760 | 0.0% | 0.05% | -13.3% |
| Q4 2022 | $120 | -99.9% | 760 | -22.8% | 0.06% | -13.0% |
| Q3 2022 | $139,000 | -24.0% | 985 | -20.2% | 0.07% | -18.8% |
| Q2 2022 | $183,000 | -17.9% | 1,235 | 0.0% | 0.08% | +2.4% |
| Q1 2022 | $223,000 | -48.1% | 1,235 | -44.5% | 0.08% | -44.7% |
| Q4 2021 | $430,000 | -6.1% | 2,225 | -8.6% | 0.15% | -9.6% |
| Q3 2021 | $458,000 | -3.2% | 2,435 | -4.7% | 0.17% | -4.0% |
| Q2 2021 | $473,000 | +2.2% | 2,555 | -5.5% | 0.17% | -2.3% |
| Q1 2021 | $463,000 | -5.1% | 2,705 | -16.8% | 0.18% | -5.3% |
| Q4 2020 | $488,000 | +18.7% | 3,250 | -3.4% | 0.19% | +10.0% |
| Q3 2020 | $411,000 | +2.2% | 3,364 | +0.0% | 0.17% | -1.7% |
| Q2 2020 | $402,000 | +59.5% | 3,363 | +37.2% | 0.17% | +23.6% |
| Q1 2020 | $252,000 | -18.4% | 2,452 | +20.4% | 0.14% | +8.5% |
| Q4 2019 | $309,000 | +24.1% | 2,037 | +11.6% | 0.13% | +19.4% |
| Q3 2019 | $249,000 | +81.8% | 1,826 | +78.0% | 0.11% | +80.0% |
| Q2 2019 | $137,000 | +18.1% | 1,026 | +10.9% | 0.06% | +22.4% |
| Q1 2019 | $116,000 | +954.5% | 925 | +825.0% | 0.05% | +880.0% |
| Q4 2018 | $11,000 | -15.4% | 100 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $13,000 | 0.0% | 100 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $13,000 | 0.0% | 100 | 0.0% | 0.01% | -16.7% |
| Q1 2018 | $13,000 | – | 100 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |