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 | $3,096,511 | -60.7% | 20,024 | -59.8% | 0.00% | -100.0% |
| Q2 2023 | $7,871,536 | +231.9% | 49,823 | +217.1% | 0.00% | – |
| Q1 2023 | $2,371,884 | -44.8% | 15,712 | -42.4% | 0.00% | -100.0% |
| Q4 2022 | $4,300,454 | -41.5% | 27,301 | -47.6% | 0.00% | 0.0% |
| Q3 2022 | $7,353,000 | +51.0% | 52,063 | +58.5% | 0.00% | 0.0% |
| Q2 2022 | $4,869,000 | +486.6% | 32,852 | +614.2% | 0.00% | – |
| Q1 2022 | $830,000 | -89.4% | 4,600 | -88.6% | 0.00% | -100.0% |
| Q4 2021 | $7,807,000 | -61.2% | 40,434 | -62.2% | 0.00% | -75.0% |
| Q3 2021 | $20,112,000 | -6.2% | 106,875 | -7.7% | 0.00% | -20.0% |
| Q2 2021 | $21,445,000 | +24.0% | 115,775 | +14.7% | 0.01% | +25.0% |
| Q1 2021 | $17,292,000 | +26.6% | 100,963 | +10.9% | 0.00% | 0.0% |
| Q4 2020 | $13,660,000 | +16.4% | 91,034 | -5.4% | 0.00% | +33.3% |
| Q3 2020 | $11,736,000 | +11.7% | 96,183 | +9.3% | 0.00% | -25.0% |
| Q2 2020 | $10,506,000 | +4.7% | 87,994 | -10.0% | 0.00% | 0.0% |
| Q1 2020 | $10,039,000 | -24.9% | 97,777 | +11.0% | 0.00% | -33.3% |
| Q4 2019 | $13,373,000 | -19.0% | 88,085 | -27.2% | 0.01% | -25.0% |
| Q3 2019 | $16,500,000 | +29.8% | 120,934 | +27.4% | 0.01% | +60.0% |
| Q2 2019 | $12,715,000 | -11.7% | 94,961 | -17.6% | 0.01% | -28.6% |
| Q1 2019 | $14,392,000 | +25.6% | 115,313 | +13.0% | 0.01% | +16.7% |
| Q4 2018 | $11,455,000 | -30.1% | 102,027 | -17.0% | 0.01% | -25.0% |
| Q3 2018 | $16,394,000 | +29.4% | 122,989 | +25.8% | 0.01% | +33.3% |
| Q2 2018 | $12,672,000 | -13.0% | 97,766 | -12.1% | 0.01% | -25.0% |
| Q1 2018 | $14,573,000 | -3.2% | 111,282 | -3.6% | 0.01% | -11.1% |
| Q4 2017 | $15,062,000 | +12.2% | 115,465 | +3.1% | 0.01% | -10.0% |
| Q3 2017 | $13,428,000 | +1.8% | 112,040 | -3.7% | 0.01% | -16.7% |
| Q2 2017 | $13,196,000 | +22.9% | 116,394 | +18.3% | 0.01% | +20.0% |
| Q1 2017 | $10,735,000 | -14.4% | 98,394 | -16.6% | 0.01% | -16.7% |
| Q4 2016 | $12,542,000 | +37.6% | 118,042 | +13.7% | 0.01% | +33.3% |
| Q3 2016 | $9,115,000 | +12.8% | 103,859 | +3.6% | 0.01% | 0.0% |
| Q2 2016 | $8,084,000 | -14.4% | 100,282 | -13.9% | 0.01% | -25.0% |
| Q1 2016 | $9,448,000 | +68.0% | 116,417 | +86.3% | 0.01% | +100.0% |
| Q4 2015 | $5,623,000 | -36.4% | 62,494 | -39.5% | 0.01% | -25.0% |
| Q3 2015 | $8,836,000 | +55.7% | 103,364 | +71.1% | 0.01% | +60.0% |
| Q2 2015 | $5,676,000 | +5.1% | 60,394 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $5,399,000 | -9.4% | 60,394 | -6.9% | 0.01% | -16.7% |
| Q4 2014 | $5,959,000 | +14.8% | 64,889 | +7.5% | 0.01% | +20.0% |
| Q3 2014 | $5,193,000 | +1.1% | 60,352 | -0.8% | 0.01% | -16.7% |
| Q2 2014 | $5,138,000 | +5.8% | 60,851 | +6.4% | 0.01% | 0.0% |
| Q1 2014 | $4,857,000 | – | 57,194 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |