ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 240 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,918 | -2.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,219 | +4.7% | 90 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,586 | -4.2% | 90 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $14,177 | +9.1% | 90 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $13,000 | 0.0% | 90 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $13,000 | -56.7% | 90 | -43.8% | 0.00% | -50.0% |
| Q3 2021 | $30,000 | – | 160 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |