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 | $2,142,178 | -3.5% | 13,853 | -1.5% | 0.01% | 0.0% |
| Q2 2023 | $2,220,974 | +108664.6% | 14,058 | +3.9% | 0.01% | 0.0% |
| Q1 2023 | $2,042 | +12.1% | 13,530 | +17.0% | 0.01% | 0.0% |
| Q4 2022 | $1,822 | -99.9% | 11,564 | -5.5% | 0.01% | -14.3% |
| Q3 2022 | $1,729,000 | -5.2% | 12,240 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $1,824,000 | -72.5% | 12,306 | -66.5% | 0.01% | -72.0% |
| Q1 2022 | $6,629,000 | +56.6% | 36,758 | +67.7% | 0.02% | +38.9% |
| Q4 2021 | $4,233,000 | +0.9% | 21,922 | -1.7% | 0.02% | -18.2% |
| Q3 2021 | $4,196,000 | +1275.7% | 22,296 | +878.8% | 0.02% | +450.0% |
| Q2 2019 | $305,000 | +32.0% | 2,278 | +23.1% | 0.00% | +33.3% |
| Q1 2019 | $231,000 | +11.1% | 1,850 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $208,000 | -15.8% | 1,850 | 0.0% | 0.00% | -33.3% |
| Q3 2018 | $247,000 | – | 1,850 | – | 0.01% | – |
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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% |