SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 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
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$53,676
+2.0%
347
+4.2%
0.00%0.0%
Q2 2023$52,627
+6.4%
333
+1.5%
0.00%0.0%
Q1 2023$49,484
-8.9%
328
-4.9%
0.00%
-50.0%
Q4 2022$54,342
+13.2%
345
+0.6%
0.00%0.0%
Q3 2022$48,000
-5.9%
343
+0.6%
0.00%0.0%
Q2 2022$51,000
-52.3%
341
-42.5%
0.00%
-33.3%
Q1 2022$107,000
-15.1%
593
-8.8%
0.00%
-25.0%
Q4 2021$126,000
+82.6%
650
+76.6%
0.00%
+100.0%
Q3 2021$69,000
+1.5%
368
+0.3%
0.00%
-33.3%
Q2 2021$68,000
+17.2%
367
+7.9%
0.00%0.0%
Q1 2021$58,000
+18.4%
340
+5.3%
0.00%
+50.0%
Q4 2020$49,000
+25.6%
323
+0.3%
0.00%0.0%
Q3 2020$39,0000.0%322
-2.1%
0.00%0.0%
Q2 2020$39,000
+77.3%
329
+55.9%
0.00%0.0%
Q1 2020$22,000
-33.3%
211
-2.8%
0.00%0.0%
Q4 2019$33,000
+13.8%
217
+2.8%
0.00%0.0%
Q3 2019$29,000
+2800.0%
211
+1818.2%
0.00%
Q2 2019$1,000110.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,848,0108.85%
Kozak & Associates, Inc. 79,445$12,194,8074.46%
SAM Advisors, LLC 41,000$6,340,2402.75%
RiverFront Investment Group, LLC 453,505$70,1292.49%
ARKANSAS FINANCIAL GROUP, INC. 47,871$7,402,7901.51%
Baltimore-Washington Financial Advisors, Inc. 110,214$17,043,5661.38%
Financial Freedom, LLC 11,268$1,742,4161.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 39,526$6,112,3011.20%
COTTONWOOD CAPITAL ADVISORS, LLC 6,001$927,9550.87%
Snider Financial Group 11,249$1,739,6090.84%
View complete list of ISHARES TR shareholders