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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $546,497 | -19.5% | 3,514 | -18.2% | 0.02% | 0.0% |
| Q2 2023 | $679,049 | +8.3% | 4,298 | +3.5% | 0.02% | -11.8% |
| Q1 2023 | $627,092 | -5.5% | 4,154 | -1.4% | 0.02% | -10.5% |
| Q4 2022 | $663,386 | -2.4% | 4,211 | -12.5% | 0.02% | -9.5% |
| Q3 2022 | $680,000 | +103.0% | 4,810 | +112.8% | 0.02% | +50.0% |
| Q2 2022 | $335,000 | -17.9% | 2,260 | 0.0% | 0.01% | +7.7% |
| Q1 2022 | $408,000 | -13.7% | 2,260 | -7.6% | 0.01% | -7.1% |
| Q4 2021 | $473,000 | -3.3% | 2,447 | -5.8% | 0.01% | -12.5% |
| Q3 2021 | $489,000 | -1.6% | 2,598 | -3.1% | 0.02% | 0.0% |
| Q2 2021 | $497,000 | +8.0% | 2,682 | +0.0% | 0.02% | 0.0% |
| Q1 2021 | $460,000 | +16.2% | 2,681 | +1.7% | 0.02% | -23.8% |
| Q4 2020 | $396,000 | -76.8% | 2,637 | -81.2% | 0.02% | -76.9% |
| Q3 2020 | $1,707,000 | +20.0% | 14,003 | +17.6% | 0.09% | -4.2% |
| Q2 2020 | $1,422,000 | – | 11,907 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |