ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 68 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $538,000 | +18.2% | 5,066 | -2.3% | 0.02% | +6.2% |
| Q3 2016 | $455,000 | -0.2% | 5,186 | -8.4% | 0.02% | 0.0% |
| Q2 2016 | $456,000 | -8.4% | 5,663 | -7.8% | 0.02% | -23.8% |
| Q1 2016 | $498,000 | -11.7% | 6,141 | -2.0% | 0.02% | -19.2% |
| Q4 2015 | $564,000 | +34.6% | 6,265 | +27.7% | 0.03% | -21.2% |
| Q3 2015 | $419,000 | -10.3% | 4,907 | -1.1% | 0.03% | 0.0% |
| Q2 2015 | $467,000 | +130.0% | 4,963 | +118.4% | 0.03% | +135.7% |
| Q1 2015 | $203,000 | +1253.3% | 2,272 | +1320.0% | 0.01% | +600.0% |
| Q4 2014 | $15,000 | +7.1% | 160 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $14,000 | +55.6% | 160 | +45.5% | 0.00% | +100.0% |
| Q2 2014 | $9,000 | -59.1% | 110 | -56.0% | 0.00% | -50.0% |
| Q1 2014 | $22,000 | +120.0% | 250 | +117.4% | 0.00% | 0.0% |
| Q4 2013 | $10,000 | -23.1% | 115 | -32.4% | 0.00% | 0.0% |
| Q3 2013 | $13,000 | +44.4% | 170 | +41.7% | 0.00% | 0.0% |
| Q2 2013 | $9,000 | – | 120 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 55,306 | $3,606,532 | 8.87% |
| Kozak & Associates, Inc. | 254,585 | $16,802,620 | 4.15% |
| SAM Advisors, LLC | 121,411 | $7,917,211 | 2.87% |
| RiverFront Investment Group, LLC | 1,448,241 | $94,439 | 2.52% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,322 | $3,085,845 | 1.90% |
| Pinnacle Family Advisors, LLC | 46,462 | $3,029,787 | 1.68% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 116,665 | $7,607,725 | 1.62% |
| ARKANSAS FINANCIAL GROUP, INC. | 139,581 | $9,102,101 | 1.62% |
| Baltimore-Washington Financial Advisors, Inc. | 373,427 | $24,351,234 | 1.41% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 14,694 | $973,032 | 0.76% |