ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,004 | -33.6% | 6,492 | -32.1% | 0.00% | -40.0% |
| Q2 2023 | $1,511 | +4.6% | 9,566 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $1,444 | -99.4% | 9,566 | +444.1% | 0.01% | +400.0% |
| Q3 2018 | $234,000 | +12.5% | 1,758 | +9.3% | 0.00% | 0.0% |
| Q2 2018 | $208,000 | -53.4% | 1,608 | -59.1% | 0.00% | -50.0% |
| Q2 2017 | $446,000 | -9.5% | 3,933 | -12.9% | 0.00% | 0.0% |
| Q1 2017 | $493,000 | +12.3% | 4,515 | +9.4% | 0.00% | 0.0% |
| Q4 2016 | $439,000 | +51.9% | 4,128 | +22.0% | 0.00% | +100.0% |
| Q3 2015 | $289,000 | -63.4% | 3,383 | -60.6% | 0.00% | -66.7% |
| Q4 2014 | $789,000 | -2.8% | 8,587 | -9.0% | 0.00% | 0.0% |
| Q3 2014 | $812,000 | +37.9% | 9,434 | +35.3% | 0.00% | +50.0% |
| Q2 2014 | $589,000 | -14.6% | 6,971 | -14.2% | 0.00% | -33.3% |
| Q1 2014 | $690,000 | – | 8,123 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |