ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 213 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,379,663 | +1.6% | 28,322 | +3.8% | 0.32% | +5.2% |
Q2 2023 | $4,311,021 | +9.4% | 27,287 | +4.6% | 0.31% | +9.6% |
Q1 2023 | $3,939,599 | +14.5% | 26,097 | +19.5% | 0.28% | +5.7% |
Q4 2022 | $3,439,903 | +8.7% | 21,837 | -2.5% | 0.26% | +0.4% |
Q3 2022 | $3,165,000 | +3.3% | 22,406 | +8.4% | 0.26% | +8.2% |
Q2 2022 | $3,064,000 | -19.7% | 20,670 | -2.3% | 0.24% | -4.7% |
Q1 2022 | $3,814,000 | +2.2% | 21,148 | +9.4% | 0.26% | +5.3% |
Q4 2021 | $3,732,000 | +9.5% | 19,327 | +5.1% | 0.24% | -9.3% |
Q2 2021 | $3,407,000 | +3.8% | 18,393 | -4.0% | 0.27% | -15.2% |
Q1 2021 | $3,281,000 | +17.2% | 19,158 | +2.7% | 0.32% | +8.6% |
Q4 2020 | $2,800,000 | +27.6% | 18,663 | +1.5% | 0.29% | -11.8% |
Q2 2020 | $2,195,000 | -13.5% | 18,380 | +10.0% | 0.33% | +3.1% |
Q4 2019 | $2,537,000 | – | 16,712 | – | 0.32% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Annex Advisory Services, LLC | 610,214 | $114,834,000 | 9.39% |
Kozak & Associates, Inc. | 77,484 | $15,597,000 | 9.22% |
Wealthgate Family Office, LLC | 21,919 | $4,125,000 | 6.34% |
RiverFront Investment Group, LLC | 573,443 | $107,910,000 | 3.60% |
Diversified, LLC | 27,250 | $5,128,000 | 2.73% |
SPC Financial, Inc. | 103,208 | $19,422,000 | 2.41% |
WestEnd Advisors, LLC | 379,382 | $71,392,104,000 | 2.15% |
Quantitative Advantage, LLC | 61,385 | $11,551,000 | 1.96% |
ARKANSAS FINANCIAL GROUP, INC. | 41,647 | $7,837,000 | 1.72% |
Kesler, Norman & Wride, LLC | 37,628 | $7,081,000 | 1.67% |