ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $203,188 | -2.1% | 1,314 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $207,590 | +48859.9% | 1,314 | -51.2% | 0.01% | -18.2% |
| Q4 2022 | $424 | -99.8% | 2,690 | +78.9% | 0.01% | -31.2% |
| Q2 2022 | $223,000 | -23.1% | 1,504 | 0.0% | 0.02% | +6.7% |
| Q4 2021 | $290,000 | +2.5% | 1,504 | 0.0% | 0.02% | -6.2% |
| Q3 2021 | $283,000 | -0.4% | 1,504 | -2.0% | 0.02% | 0.0% |
| Q2 2021 | $284,000 | +8.4% | 1,534 | +0.3% | 0.02% | 0.0% |
| Q1 2021 | $262,000 | – | 1,529 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 132,348 | $18,056,000 | 4.62% |
| RiverFront Investment Group, LLC | 888,331 | $121,194,000 | 2.99% |
| RVW Wealth, LLC | 86,680 | $11,826,000 | 2.81% |
| Quantitative Advantage, LLC | 59,362 | $8,099,000 | 2.23% |
| CYPRESS ASSET MANAGEMENT INC/TX | 46,083 | $6,287,000 | 2.18% |
| BECK CAPITAL MANAGEMENT, LLC | 22,434 | $3,061,000 | 1.66% |
| Karp Capital Management Corp | 32,855 | $4,482,000 | 1.31% |
| Baltimore-Washington Financial Advisors, Inc. | 53,099 | $7,244,000 | 1.19% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,833 | $3,661,000 | 1.00% |
| Cresset Asset Management, LLC | 175,773 | $23,981,000 | 0.73% |