ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 66 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 1.59 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,692 | -12.9% | 1,550 | -11.0% | 0.03% | -10.0% |
| Q2 2023 | $275,219 | +4.3% | 1,742 | -0.3% | 0.03% | 0.0% |
| Q1 2023 | $263,878 | -4.2% | 1,748 | 0.0% | 0.03% | -9.1% |
| Q4 2022 | $275,345 | +11.5% | 1,748 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $247,000 | -20.3% | 1,748 | -16.4% | 0.03% | -18.4% |
| Q2 2022 | $310,000 | -48.4% | 2,091 | -37.3% | 0.04% | -45.7% |
| Q1 2022 | $601,000 | -97.0% | 3,334 | -96.8% | 0.07% | -96.9% |
| Q4 2021 | $20,118,000 | +3.6% | 104,197 | +1.0% | 2.24% | -6.7% |
| Q3 2021 | $19,422,000 | +2.7% | 103,208 | +1.1% | 2.41% | +4.8% |
| Q2 2021 | $18,918,000 | +121.3% | 102,134 | +9.7% | 2.30% | -7.7% |
| Q4 2014 | $8,549,000 | +7.1% | 93,096 | +0.5% | 2.49% | +7.4% |
| Q3 2014 | $7,979,000 | +2.2% | 92,664 | +0.2% | 2.32% | +5.9% |
| Q2 2014 | $7,808,000 | -0.9% | 92,482 | -0.3% | 2.18% | -8.7% |
| Q1 2014 | $7,876,000 | +1.7% | 92,775 | +0.4% | 2.39% | -1.2% |
| Q4 2013 | $7,742,000 | +30.5% | 92,450 | +15.5% | 2.42% | +15.0% |
| Q3 2013 | $5,931,000 | – | 80,025 | – | 2.11% | – |
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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% |