ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 217 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 4.06 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |