ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $41 | -2.4% | 264 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $42 | 0.0% | 264 | -5.7% | 0.00% | 0.0% |
| Q1 2023 | $42 | -79.8% | 280 | -78.8% | 0.00% | -77.8% |
| Q4 2022 | $208 | -99.9% | 1,321 | -0.4% | 0.01% | 0.0% |
| Q3 2022 | $187,000 | -18.3% | 1,326 | -14.1% | 0.01% | -18.2% |
| Q2 2022 | $229,000 | -10.2% | 1,544 | +9.2% | 0.01% | 0.0% |
| Q1 2022 | $255,000 | -7.9% | 1,414 | -1.6% | 0.01% | -8.3% |
| Q4 2021 | $277,000 | +2.2% | 1,437 | -0.1% | 0.01% | -14.3% |
| Q3 2021 | $271,000 | +1.9% | 1,438 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $266,000 | +15.7% | 1,438 | +6.9% | 0.01% | +16.7% |
| Q1 2021 | $230,000 | +12.7% | 1,345 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $204,000 | +20.7% | 1,361 | -1.9% | 0.01% | +9.1% |
| Q3 2020 | $169,000 | +7.0% | 1,387 | +4.7% | 0.01% | 0.0% |
| Q2 2020 | $158,000 | +28.5% | 1,325 | +10.6% | 0.01% | 0.0% |
| Q1 2020 | $123,000 | -52.5% | 1,198 | -29.8% | 0.01% | -38.9% |
| Q4 2019 | $259,000 | +72.7% | 1,706 | +55.1% | 0.02% | +50.0% |
| Q3 2019 | $150,000 | +3650.0% | 1,100 | +3828.6% | 0.01% | – |
| Q2 2019 | $4,000 | – | 28 | – | 0.00% | – |
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% |