ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,208 | -2.1% | 2,200 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $347,578 | +4.7% | 2,200 | 0.0% | 0.01% | -9.1% |
| Q1 2023 | $332,112 | -4.2% | 2,200 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $346,544 | -14.4% | 2,200 | -23.2% | 0.01% | -25.0% |
| Q3 2022 | $405,000 | -6.5% | 2,865 | -1.9% | 0.02% | -11.1% |
| Q2 2022 | $433,000 | -20.3% | 2,920 | -3.0% | 0.02% | -21.7% |
| Q1 2022 | $543,000 | -7.7% | 3,010 | -1.1% | 0.02% | -8.0% |
| Q4 2021 | $588,000 | +3.9% | 3,044 | +1.1% | 0.02% | -3.8% |
| Q3 2021 | $566,000 | +1.4% | 3,010 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $558,000 | -0.9% | 3,010 | -8.5% | 0.03% | -7.1% |
| Q1 2021 | $563,000 | +14.2% | 3,288 | 0.0% | 0.03% | +12.0% |
| Q4 2020 | $493,000 | +17.9% | 3,288 | -3.9% | 0.02% | +4.2% |
| Q3 2020 | $418,000 | +2.2% | 3,423 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $409,000 | +13.0% | 3,423 | -2.8% | 0.03% | -13.3% |
| Q1 2020 | $362,000 | -34.8% | 3,523 | -3.6% | 0.03% | -25.0% |
| Q4 2019 | $555,000 | +6.9% | 3,653 | -3.9% | 0.04% | -4.8% |
| Q3 2019 | $519,000 | +2.0% | 3,803 | 0.0% | 0.04% | +2.4% |
| Q2 2019 | $509,000 | +6.0% | 3,803 | -1.0% | 0.04% | +2.5% |
| Q1 2019 | $480,000 | +11.4% | 3,843 | 0.0% | 0.04% | -9.1% |
| Q4 2018 | $431,000 | -15.8% | 3,843 | 0.0% | 0.04% | -2.2% |
| Q3 2018 | $512,000 | -2.1% | 3,843 | -4.8% | 0.04% | -11.8% |
| Q2 2018 | $523,000 | -0.9% | 4,035 | 0.0% | 0.05% | -3.8% |
| Q1 2018 | $528,000 | -7.2% | 4,035 | -7.5% | 0.05% | -7.0% |
| Q4 2017 | $569,000 | +0.2% | 4,360 | -8.0% | 0.06% | -8.1% |
| Q3 2017 | $568,000 | +5.8% | 4,739 | 0.0% | 0.06% | +1.6% |
| Q2 2017 | $537,000 | +3.1% | 4,739 | -0.8% | 0.06% | -4.7% |
| Q1 2017 | $521,000 | +2.8% | 4,776 | 0.0% | 0.06% | -3.0% |
| Q4 2016 | $507,000 | +18.5% | 4,776 | -2.0% | 0.07% | +10.0% |
| Q3 2016 | $428,000 | +8.9% | 4,875 | 0.0% | 0.06% | +3.4% |
| Q2 2016 | $393,000 | -0.8% | 4,875 | 0.0% | 0.06% | -7.9% |
| Q1 2016 | $396,000 | -16.1% | 4,875 | -7.1% | 0.06% | -11.3% |
| Q4 2015 | $472,000 | -12.4% | 5,245 | -16.8% | 0.07% | -25.3% |
| Q3 2015 | $539,000 | -12.5% | 6,305 | -3.8% | 0.10% | +3.3% |
| Q2 2015 | $616,000 | +1.7% | 6,555 | -3.2% | 0.09% | +4.5% |
| Q1 2015 | $606,000 | -2.6% | 6,775 | 0.0% | 0.09% | -13.7% |
| Q4 2014 | $622,000 | +7.2% | 6,775 | +0.5% | 0.10% | +2.0% |
| Q3 2014 | $580,000 | +1.2% | 6,740 | -0.7% | 0.10% | +2.0% |
| Q2 2014 | $573,000 | -6.2% | 6,790 | -6.0% | 0.10% | -9.3% |
| Q1 2014 | $611,000 | -5.0% | 7,226 | -5.9% | 0.11% | -9.2% |
| Q4 2013 | $643,000 | +6.3% | 7,676 | -6.0% | 0.12% | -4.0% |
| Q3 2013 | $605,000 | -1.0% | 8,166 | -4.4% | 0.12% | -74.4% |
| Q2 2013 | $611,000 | – | 8,546 | – | 0.48% | – |
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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% |