ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 116 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.40 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $69,000 | +1.5% | 366 | 0.0% | 0.02% | -11.8% |
| Q2 2021 | $68,000 | +7.9% | 366 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $63,000 | +14.5% | 366 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $55,000 | +22.2% | 366 | 0.0% | 0.02% | +6.2% |
| Q3 2020 | $45,000 | +2.3% | 366 | 0.0% | 0.02% | -11.1% |
| Q2 2020 | $44,000 | +15.8% | 366 | 0.0% | 0.02% | +5.9% |
| Q1 2020 | $38,000 | -32.1% | 366 | 0.0% | 0.02% | -10.5% |
| Q4 2019 | $56,000 | -17.6% | 366 | -26.8% | 0.02% | -5.0% |
| Q3 2019 | $68,000 | +1.5% | 500 | 0.0% | 0.02% | -4.8% |
| Q2 2019 | $67,000 | +8.1% | 500 | 0.0% | 0.02% | +10.5% |
| Q1 2019 | $62,000 | +10.7% | 500 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $56,000 | -16.4% | 500 | 0.0% | 0.02% | -13.6% |
| Q3 2018 | $67,000 | +3.1% | 500 | 0.0% | 0.02% | -33.3% |
| Q2 2018 | $65,000 | 0.0% | 500 | 0.0% | 0.03% | -5.7% |
| Q1 2018 | $65,000 | 0.0% | 500 | 0.0% | 0.04% | -2.8% |
| Q4 2017 | $65,000 | +8.3% | 500 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $60,000 | +5.3% | 500 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $57,000 | +3.6% | 500 | 0.0% | 0.04% | +9.1% |
| Q1 2017 | $55,000 | +3.8% | 500 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $53,000 | +20.5% | 500 | 0.0% | 0.03% | +10.0% |
| Q3 2016 | $44,000 | +10.0% | 500 | 0.0% | 0.03% | +3.4% |
| Q2 2016 | $40,000 | -2.4% | 500 | 0.0% | 0.03% | -9.4% |
| Q1 2016 | $41,000 | -8.9% | 500 | 0.0% | 0.03% | -5.9% |
| Q4 2015 | $45,000 | +4.7% | 500 | 0.0% | 0.03% | 0.0% |
| Q3 2015 | $43,000 | -8.5% | 500 | 0.0% | 0.03% | 0.0% |
| Q2 2015 | $47,000 | +4.4% | 500 | 0.0% | 0.03% | +9.7% |
| Q1 2015 | $45,000 | -2.2% | 500 | 0.0% | 0.03% | -8.8% |
| Q4 2014 | $46,000 | +7.0% | 500 | 0.0% | 0.03% | -10.5% |
| Q3 2014 | $43,000 | +2.4% | 500 | 0.0% | 0.04% | 0.0% |
| Q2 2014 | $42,000 | 0.0% | 500 | 0.0% | 0.04% | -17.4% |
| Q1 2014 | $42,000 | 0.0% | 500 | 0.0% | 0.05% | +91.7% |
| Q4 2013 | $42,000 | +13.5% | 500 | 0.0% | 0.02% | +4.3% |
| Q3 2013 | $37,000 | +2.8% | 500 | 0.0% | 0.02% | -14.8% |
| Q2 2013 | $36,000 | – | 500 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |