ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 139 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 4.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $16,117,290 | -5.4% | 104,225 | -3.4% | 0.01% | -8.3% |
Q2 2023 | $17,044,063 | +5.3% | 107,881 | +0.6% | 0.01% | -7.7% |
Q1 2023 | $16,189,447 | -1.4% | 107,244 | +2.9% | 0.01% | -7.1% |
Q4 2022 | $16,412,721 | +7.8% | 104,195 | -3.4% | 0.01% | -6.7% |
Q3 2022 | $15,227,000 | -12.5% | 107,810 | -8.2% | 0.02% | -11.8% |
Q2 2022 | $17,398,000 | -27.0% | 117,377 | -11.2% | 0.02% | -15.0% |
Q1 2022 | $23,823,000 | -3.4% | 132,107 | +3.4% | 0.02% | -4.8% |
Q4 2021 | $24,664,000 | +8.0% | 127,739 | +5.2% | 0.02% | 0.0% |
Q3 2021 | $22,840,000 | -9.2% | 121,374 | -10.6% | 0.02% | -16.0% |
Q2 2021 | $25,147,000 | +28.1% | 135,760 | +18.4% | 0.02% | +8.7% |
Q1 2021 | $19,633,000 | +20.8% | 114,632 | +5.9% | 0.02% | +9.5% |
Q4 2020 | $16,247,000 | -75.5% | 108,274 | -80.1% | 0.02% | -79.6% |
Q3 2020 | $66,264,000 | +7.2% | 543,056 | +4.9% | 0.10% | -4.6% |
Q2 2020 | $61,841,000 | +490.3% | 517,929 | +407.6% | 0.11% | +369.6% |
Q1 2020 | $10,476,000 | -47.8% | 102,040 | -22.8% | 0.02% | -37.8% |
Q4 2019 | $20,067,000 | +13.3% | 132,178 | +1.8% | 0.04% | +2.8% |
Q3 2019 | $17,711,000 | +17.6% | 129,818 | +15.4% | 0.04% | +12.5% |
Q2 2019 | $15,059,000 | +12.4% | 112,471 | +4.8% | 0.03% | +6.7% |
Q1 2019 | $13,398,000 | +8.6% | 107,349 | -2.3% | 0.03% | -9.1% |
Q4 2018 | $12,334,000 | -29.3% | 109,860 | -16.0% | 0.03% | -21.4% |
Q3 2018 | $17,436,000 | +3.8% | 130,813 | +1.0% | 0.04% | -4.5% |
Q2 2018 | $16,793,000 | -3.5% | 129,554 | -2.5% | 0.04% | -8.3% |
Q1 2018 | $17,400,000 | -12.3% | 132,865 | -12.6% | 0.05% | -20.0% |
Q4 2017 | $19,831,000 | -11.9% | 152,022 | -19.1% | 0.06% | -25.0% |
Q3 2017 | $22,512,000 | +11.7% | 187,818 | +5.6% | 0.08% | +5.3% |
Q2 2017 | $20,163,000 | +15.9% | 177,853 | +11.2% | 0.08% | -35.6% |
Q1 2017 | $17,401,000 | +22.9% | 159,979 | +21.5% | 0.12% | +9.3% |
Q4 2016 | $14,163,000 | +234.0% | 131,712 | +173.2% | 0.11% | +170.0% |
Q3 2016 | $4,240,000 | -3.0% | 48,215 | -13.0% | 0.04% | +8.1% |
Q2 2016 | $4,371,000 | -52.9% | 55,416 | -52.2% | 0.04% | +42.3% |
Q1 2016 | $9,287,000 | -12.2% | 115,976 | -3.7% | 0.03% | -10.3% |
Q4 2015 | $10,575,000 | +64.8% | 120,453 | +64.3% | 0.03% | -17.1% |
Q3 2015 | $6,417,000 | +52.1% | 73,300 | +63.6% | 0.04% | +66.7% |
Q2 2015 | $4,218,000 | +30.6% | 44,797 | +23.8% | 0.02% | +31.2% |
Q1 2015 | $3,229,000 | -6.5% | 36,182 | -3.8% | 0.02% | -15.8% |
Q4 2014 | $3,454,000 | +0.6% | 37,615 | -6.9% | 0.02% | -5.0% |
Q3 2014 | $3,432,000 | -11.7% | 40,405 | -12.3% | 0.02% | -13.0% |
Q2 2014 | $3,888,000 | -80.5% | 46,053 | -80.4% | 0.02% | -81.1% |
Q1 2014 | $19,906,000 | +5.2% | 234,493 | +3.8% | 0.12% | +3.4% |
Q4 2013 | $18,921,000 | +12.8% | 225,953 | +2.3% | 0.12% | +5.4% |
Q3 2013 | $16,771,000 | +31.3% | 220,869 | +23.7% | 0.11% | +21.7% |
Q2 2013 | $12,775,000 | – | 178,620 | – | 0.09% | – |
Download |
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% |