ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,701 | -2.1% | 108 | 0.0% | 0.00% | – |
| Q2 2023 | $17,063 | +4.7% | 108 | 0.0% | 0.00% | – |
| Q1 2023 | $16,304 | +125315.4% | 108 | +30.1% | 0.00% | – |
| Q4 2022 | $13 | -99.9% | 83 | 0.0% | 0.00% | – |
| Q3 2022 | $12,000 | 0.0% | 83 | 0.0% | 0.00% | – |
| Q2 2022 | $12,000 | -20.0% | 83 | 0.0% | 0.00% | – |
| Q1 2022 | $15,000 | -46.4% | 83 | -44.7% | 0.00% | -100.0% |
| Q2 2021 | $28,000 | -26.3% | 150 | -31.5% | 0.00% | 0.0% |
| Q1 2021 | $38,000 | +322.2% | 219 | +259.0% | 0.00% | – |
| Q4 2020 | $9,000 | -86.6% | 61 | -88.8% | 0.00% | -100.0% |
| Q3 2020 | $67,000 | – | 545 | – | 0.00% | – |
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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% |