ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
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 | 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% |