ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 213 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $254,687 | +11.7% | 1,616 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $228,000 | -24.8% | 1,612 | -21.2% | 0.01% | -18.2% |
| Q2 2022 | $303,000 | -19.4% | 2,045 | -1.8% | 0.01% | 0.0% |
| Q1 2022 | $376,000 | -41.4% | 2,083 | -37.4% | 0.01% | -38.9% |
| Q4 2021 | $642,000 | +3.5% | 3,325 | +0.9% | 0.02% | -5.3% |
| Q3 2021 | $620,000 | +137.5% | 3,294 | +133.8% | 0.02% | +137.5% |
| Q2 2021 | $261,000 | -13.6% | 1,409 | -20.1% | 0.01% | -20.0% |
| Q1 2021 | $302,000 | +9.0% | 1,763 | -4.7% | 0.01% | +11.1% |
| Q4 2020 | $277,000 | -25.9% | 1,849 | -39.7% | 0.01% | -40.0% |
| Q3 2020 | $374,000 | +10.3% | 3,064 | +7.8% | 0.02% | 0.0% |
| Q2 2020 | $339,000 | +46.1% | 2,843 | +37.5% | 0.02% | -11.8% |
| Q4 2018 | $232,000 | -35.2% | 2,068 | -23.0% | 0.02% | -19.0% |
| Q3 2018 | $358,000 | – | 2,685 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 132,348 | $18,056,000 | 4.62% |
| RiverFront Investment Group, LLC | 888,331 | $121,194,000 | 2.99% |
| RVW Wealth, LLC | 86,680 | $11,826,000 | 2.81% |
| Quantitative Advantage, LLC | 59,362 | $8,099,000 | 2.23% |
| CYPRESS ASSET MANAGEMENT INC/TX | 46,083 | $6,287,000 | 2.18% |
| BECK CAPITAL MANAGEMENT, LLC | 22,434 | $3,061,000 | 1.66% |
| Karp Capital Management Corp | 32,855 | $4,482,000 | 1.31% |
| Baltimore-Washington Financial Advisors, Inc. | 53,099 | $7,244,000 | 1.19% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,833 | $3,661,000 | 1.00% |
| Cresset Asset Management, LLC | 175,773 | $23,981,000 | 0.73% |