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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |