ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
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 | 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% |