ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,104,089 | -51.7% | 20,073 | -50.7% | 0.00% | 0.0% |
| Q2 2023 | $6,426,559 | -40.2% | 40,677 | -42.9% | 0.00% | -50.0% |
| Q1 2023 | $10,751,522 | +191.2% | 71,221 | +203.8% | 0.00% | +100.0% |
| Q4 2022 | $3,692,268 | +989.2% | 23,440 | +876.7% | 0.00% | – |
| Q3 2022 | $339,000 | -80.2% | 2,400 | -79.2% | 0.00% | – |
| Q2 2022 | $1,709,000 | -65.3% | 11,527 | -57.9% | 0.00% | -100.0% |
| Q1 2022 | $4,932,000 | -53.6% | 27,351 | -50.3% | 0.00% | – |
| Q4 2021 | $10,632,000 | +150.9% | 55,074 | +144.5% | 0.00% | – |
| Q3 2021 | $4,238,000 | -19.6% | 22,523 | -20.8% | 0.00% | -100.0% |
| Q2 2021 | $5,269,000 | -19.0% | 28,448 | -25.1% | 0.00% | 0.0% |
| Q1 2021 | $6,506,000 | -16.5% | 37,987 | -26.8% | 0.00% | 0.0% |
| Q4 2020 | $7,788,000 | +247.7% | 51,900 | +182.8% | 0.00% | – |
| Q3 2020 | $2,240,000 | +106.5% | 18,355 | +101.9% | 0.00% | – |
| Q2 2020 | $1,085,000 | -76.6% | 9,092 | -79.9% | 0.00% | -100.0% |
| Q1 2020 | $4,643,000 | +533.4% | 45,216 | +836.9% | 0.00% | – |
| Q4 2019 | $733,000 | -62.5% | 4,826 | -66.4% | 0.00% | – |
| Q3 2019 | $1,957,000 | -78.9% | 14,344 | -79.3% | 0.00% | -100.0% |
| Q2 2019 | $9,294,000 | +221.0% | 69,429 | +199.3% | 0.00% | 0.0% |
| Q1 2019 | $2,895,000 | -9.9% | 23,194 | -3.7% | 0.00% | 0.0% |
| Q3 2018 | $3,212,000 | +60.8% | 24,097 | +56.4% | 0.00% | – |
| Q2 2018 | $1,998,000 | -72.2% | 15,410 | -71.9% | 0.00% | -100.0% |
| Q1 2018 | $7,195,000 | +224.8% | 54,935 | +223.5% | 0.00% | – |
| Q4 2017 | $2,215,000 | +56.5% | 16,982 | +43.9% | 0.00% | – |
| Q3 2017 | $1,415,000 | +165.5% | 11,800 | +151.1% | 0.00% | – |
| Q2 2017 | $533,000 | -78.4% | 4,700 | -79.2% | 0.00% | -100.0% |
| Q1 2017 | $2,466,000 | -19.9% | 22,602 | -21.9% | 0.00% | 0.0% |
| Q4 2016 | $3,077,000 | +35.2% | 28,950 | +11.6% | 0.00% | +100.0% |
| Q3 2016 | $2,276,000 | +158.9% | 25,947 | +138.0% | 0.00% | – |
| Q2 2016 | $879,000 | +2.2% | 10,900 | +2.8% | 0.00% | – |
| Q1 2016 | $860,000 | -86.6% | 10,600 | -85.1% | 0.00% | -100.0% |
| Q4 2015 | $6,395,000 | -28.1% | 71,072 | -31.7% | 0.00% | -25.0% |
| Q3 2015 | $8,894,000 | +43.4% | 104,042 | +57.6% | 0.00% | +33.3% |
| Q2 2015 | $6,203,000 | +151.8% | 66,000 | +139.5% | 0.00% | +200.0% |
| Q1 2015 | $2,463,000 | +13.1% | 27,559 | +16.2% | 0.00% | – |
| Q4 2014 | $2,178,000 | -42.1% | 23,718 | -45.7% | 0.00% | -100.0% |
| Q3 2014 | $3,762,000 | +0.9% | 43,702 | -1.0% | 0.00% | 0.0% |
| Q2 2014 | $3,727,000 | +152.2% | 44,142 | +153.7% | 0.00% | – |
| Q1 2014 | $1,478,000 | +37.7% | 17,400 | +35.9% | 0.00% | – |
| Q4 2013 | $1,073,000 | -64.4% | 12,800 | -68.5% | 0.00% | -100.0% |
| Q3 2013 | $3,014,000 | -67.4% | 40,677 | -68.4% | 0.00% | -80.0% |
| Q2 2013 | $9,245,000 | – | 128,723 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |