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 2018 | $418,000 | -25.6% | 3,223 | -24.9% | 0.14% | -29.9% |
| Q1 2018 | $562,000 | -53.7% | 4,290 | -53.9% | 0.20% | -52.3% |
| Q4 2017 | $1,213,000 | -83.5% | 9,297 | -84.8% | 0.42% | -84.0% |
| Q3 2017 | $7,354,000 | -2.4% | 61,355 | -7.7% | 2.63% | -4.1% |
| Q2 2017 | $7,538,000 | -8.1% | 66,488 | -11.6% | 2.74% | -7.3% |
| Q1 2017 | $8,205,000 | +11.1% | 75,207 | +8.2% | 2.95% | -1.8% |
| Q4 2016 | $7,388,000 | – | 69,530 | – | 3.01% | – |
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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% |