ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 68 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.47 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $236,985 | +4.7% | 1,500 | 0.0% | 0.04% | 0.0% |
Q1 2023 | $226,440 | -4.2% | 1,500 | 0.0% | 0.04% | -7.7% |
Q4 2022 | $236,280 | +11.5% | 1,500 | 0.0% | 0.04% | +5.4% |
Q3 2022 | $212,000 | -21.5% | 1,500 | 0.0% | 0.04% | -5.1% |
Q1 2022 | $270,000 | -6.9% | 1,500 | 0.0% | 0.04% | 0.0% |
Q4 2021 | $290,000 | +2.8% | 1,500 | 0.0% | 0.04% | -4.9% |
Q3 2021 | $282,000 | +1.4% | 1,500 | 0.0% | 0.04% | +2.5% |
Q2 2021 | $278,000 | +8.2% | 1,500 | 0.0% | 0.04% | 0.0% |
Q1 2021 | $257,000 | +14.2% | 1,500 | 0.0% | 0.04% | -4.8% |
Q4 2020 | $225,000 | +25.7% | 1,500 | 0.0% | 0.04% | +2.4% |
Q2 2020 | $179,000 | +16.2% | 1,500 | 0.0% | 0.04% | -2.4% |
Q1 2020 | $154,000 | -32.5% | 1,500 | 0.0% | 0.04% | -14.3% |
Q4 2019 | $228,000 | +11.2% | 1,500 | 0.0% | 0.05% | +2.1% |
Q3 2019 | $205,000 | +2.0% | 1,500 | 0.0% | 0.05% | +26.3% |
Q2 2019 | $201,000 | +7.5% | 1,500 | 0.0% | 0.04% | +18.8% |
Q1 2019 | $187,000 | +11.3% | 1,500 | 0.0% | 0.03% | 0.0% |
Q4 2018 | $168,000 | -16.0% | 1,500 | 0.0% | 0.03% | -3.0% |
Q3 2018 | $200,000 | +3.1% | 1,500 | 0.0% | 0.03% | -5.7% |
Q2 2018 | $194,000 | -1.0% | 1,500 | 0.0% | 0.04% | -7.9% |
Q1 2018 | $196,000 | 0.0% | 1,500 | 0.0% | 0.04% | +15.2% |
Q4 2017 | $196,000 | +8.9% | 1,500 | 0.0% | 0.03% | +3.1% |
Q3 2017 | $180,000 | +5.9% | 1,500 | 0.0% | 0.03% | +6.7% |
Q2 2017 | $170,000 | +3.7% | 1,500 | 0.0% | 0.03% | +3.4% |
Q1 2017 | $164,000 | +3.1% | 1,500 | 0.0% | 0.03% | -21.6% |
Q4 2016 | $159,000 | +20.5% | 1,500 | 0.0% | 0.04% | +5.7% |
Q3 2016 | $132,000 | +9.1% | 1,500 | 0.0% | 0.04% | +2.9% |
Q2 2016 | $121,000 | -0.8% | 1,500 | 0.0% | 0.03% | -22.7% |
Q1 2016 | $122,000 | -13.5% | 1,500 | 0.0% | 0.04% | -13.7% |
Q2 2015 | $141,000 | +5.2% | 1,500 | 0.0% | 0.05% | -1.9% |
Q1 2015 | $134,000 | – | 1,500 | – | 0.05% | – |
Download |
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% |