ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 266 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.
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 ↓ |
---|---|---|---|
Wealthgate Family Office, LLC | 55,306 | $3,606,532 | 8.87% |
Kozak & Associates, Inc. | 254,585 | $16,802,620 | 4.15% |
SAM Advisors, LLC | 121,411 | $7,917,211 | 2.87% |
RiverFront Investment Group, LLC | 1,448,241 | $94,439 | 2.52% |
SOUTHERN CAPITAL ADVISORS, LLC | 47,322 | $3,085,845 | 1.90% |
Pinnacle Family Advisors, LLC | 46,462 | $3,029,787 | 1.68% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 116,665 | $7,607,725 | 1.62% |
ARKANSAS FINANCIAL GROUP, INC. | 139,581 | $9,102,101 | 1.62% |
Baltimore-Washington Financial Advisors, Inc. | 373,427 | $24,351,234 | 1.41% |
COTTONWOOD CAPITAL ADVISORS, LLC | 14,694 | $973,032 | 0.76% |