ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 74 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.51 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 ↓ |
---|---|---|---|
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% |