ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 214 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $449 | -100.0% | 2,901 | -52.9% | 0.02% | -57.1% |
| Q2 2022 | $913,000 | -23.9% | 6,161 | -7.4% | 0.05% | +19.5% |
| Q1 2022 | $1,200,000 | +47.8% | 6,652 | +58.3% | 0.04% | +86.4% |
| Q4 2021 | $812,000 | -83.5% | 4,202 | -83.9% | 0.02% | -88.8% |
| Q3 2021 | $4,907,000 | +337.3% | 26,078 | +330.5% | 0.20% | +251.8% |
| Q2 2021 | $1,122,000 | -53.7% | 6,057 | -57.2% | 0.06% | -57.3% |
| Q1 2021 | $2,423,000 | – | 14,145 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |