ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 74 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $661,000 | -59.1% | 3,571 | -75.2% | 0.05% | -81.0% |
| Q4 2018 | $1,615,000 | -14.7% | 14,385 | +1.3% | 0.26% | +39.2% |
| Q3 2018 | $1,893,000 | -39.3% | 14,202 | -41.0% | 0.19% | -42.7% |
| Q2 2018 | $3,118,000 | +13.3% | 24,052 | -4.6% | 0.33% | -12.2% |
| Q1 2017 | $2,751,000 | +6.5% | 25,217 | -12.2% | 0.38% | -11.7% |
| Q4 2015 | $2,583,000 | -91.7% | 28,707 | -91.6% | 0.43% | -71.7% |
| Q4 2014 | $31,254,000 | +841.4% | 340,344 | +782.8% | 1.50% | +593.1% |
| Q3 2014 | $3,320,000 | -85.8% | 38,554 | -87.8% | 0.22% | -89.5% |
| Q3 2013 | $23,345,000 | – | 315,002 | – | 2.07% | – |
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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% |