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 | $1,140 | -14.0% | 7,369 | -12.1% | 0.01% | -16.7% |
| Q2 2023 | $1,325 | +0.7% | 8,384 | -3.8% | 0.01% | 0.0% |
| Q1 2023 | $1,316 | -38.4% | 8,715 | -35.8% | 0.01% | -45.5% |
| Q4 2022 | $2,138 | -99.9% | 13,570 | -7.5% | 0.01% | -8.3% |
| Q3 2022 | $2,071,000 | -22.4% | 14,663 | -18.6% | 0.01% | -14.3% |
| Q2 2022 | $2,670,000 | -30.4% | 18,014 | -15.3% | 0.01% | -22.2% |
| Q1 2022 | $3,837,000 | -37.9% | 21,279 | -33.5% | 0.02% | -35.7% |
| Q4 2021 | $6,178,000 | +87.4% | 31,999 | +82.7% | 0.03% | +75.0% |
| Q3 2021 | $3,296,000 | -1.1% | 17,513 | -2.7% | 0.02% | 0.0% |
| Q2 2021 | $3,333,000 | +18.5% | 17,995 | +9.6% | 0.02% | +6.7% |
| Q1 2021 | $2,813,000 | -58.8% | 16,424 | -63.9% | 0.02% | -62.5% |
| Q4 2020 | $6,820,000 | +50.9% | 45,450 | +22.7% | 0.04% | +33.3% |
| Q3 2020 | $4,521,000 | +102.6% | 37,048 | +98.3% | 0.03% | +76.5% |
| Q2 2020 | $2,231,000 | +482.5% | 18,684 | +400.8% | 0.02% | +325.0% |
| Q1 2020 | $383,000 | -70.8% | 3,731 | -56.9% | 0.00% | -60.0% |
| Q4 2019 | $1,313,000 | -11.5% | 8,651 | -20.4% | 0.01% | -23.1% |
| Q3 2019 | $1,483,000 | +96.9% | 10,873 | +93.4% | 0.01% | +85.7% |
| Q2 2019 | $753,000 | -1.6% | 5,622 | -8.3% | 0.01% | 0.0% |
| Q1 2019 | $765,000 | -39.5% | 6,128 | -45.6% | 0.01% | -50.0% |
| Q4 2018 | $1,264,000 | -15.9% | 11,263 | -0.1% | 0.01% | 0.0% |
| Q3 2018 | $1,503,000 | +1.4% | 11,274 | -1.4% | 0.01% | -12.5% |
| Q2 2018 | $1,482,000 | -0.8% | 11,434 | +0.2% | 0.02% | -5.9% |
| Q1 2018 | $1,494,000 | +29.0% | 11,409 | +28.5% | 0.02% | +21.4% |
| Q4 2017 | $1,158,000 | -5.5% | 8,876 | -13.2% | 0.01% | -12.5% |
| Q3 2017 | $1,226,000 | +11.6% | 10,229 | +5.5% | 0.02% | 0.0% |
| Q2 2017 | $1,099,000 | +13.2% | 9,696 | +8.9% | 0.02% | -5.9% |
| Q1 2017 | $971,000 | +380.7% | 8,904 | +367.9% | 0.02% | +325.0% |
| Q4 2016 | $202,000 | -16.9% | 1,903 | -36.4% | 0.00% | -20.0% |
| Q1 2016 | $243,000 | -29.6% | 2,994 | -21.9% | 0.01% | -37.5% |
| Q4 2015 | $345,000 | +34.2% | 3,836 | +27.8% | 0.01% | +14.3% |
| Q3 2015 | $257,000 | – | 3,001 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |