ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 116 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.40 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |