ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 66 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $384,000 | -66.3% | 4,487 | -63.0% | 0.06% | -64.5% |
| Q2 2015 | $1,140,000 | -3.1% | 12,130 | -7.8% | 0.17% | -0.6% |
| Q1 2015 | $1,177,000 | -80.1% | 13,151 | -79.5% | 0.17% | -80.0% |
| Q4 2014 | $5,901,000 | +6.9% | 64,265 | +0.3% | 0.87% | +2.9% |
| Q3 2014 | $5,519,000 | -47.6% | 64,088 | -48.7% | 0.84% | +2.1% |
| Q2 2014 | $10,540,000 | +99.5% | 124,840 | +100.6% | 0.82% | -10.5% |
| Q1 2014 | $5,284,000 | +27.6% | 62,244 | +25.9% | 0.92% | +21.8% |
| Q4 2013 | $4,141,000 | +4.9% | 49,447 | -7.2% | 0.76% | -9.3% |
| Q3 2013 | $3,949,000 | +17.2% | 53,296 | +13.1% | 0.84% | +5.3% |
| Q2 2013 | $3,370,000 | – | 47,109 | – | 0.79% | – |
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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% |