ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 271 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $7,072 | -99.6% | 44,896 | +298.9% | 0.10% | +488.2% |
| Q3 2022 | $1,589,000 | -19.8% | 11,254 | -15.9% | 0.02% | -22.7% |
| Q2 2022 | $1,982,000 | -25.3% | 13,375 | -9.1% | 0.02% | +15.8% |
| Q1 2022 | $2,652,000 | +126.9% | 14,710 | +142.9% | 0.02% | +171.4% |
| Q4 2021 | $1,169,000 | -71.0% | 6,055 | -77.5% | 0.01% | -91.4% |
| Q4 2020 | $4,029,000 | +99.6% | 26,856 | +62.2% | 0.08% | +37.3% |
| Q3 2020 | $2,019,000 | – | 16,553 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 132,348 | $18,056,000 | 4.62% |
| RiverFront Investment Group, LLC | 888,331 | $121,194,000 | 2.99% |
| RVW Wealth, LLC | 86,680 | $11,826,000 | 2.81% |
| Quantitative Advantage, LLC | 59,362 | $8,099,000 | 2.23% |
| CYPRESS ASSET MANAGEMENT INC/TX | 46,083 | $6,287,000 | 2.18% |
| BECK CAPITAL MANAGEMENT, LLC | 22,434 | $3,061,000 | 1.66% |
| Karp Capital Management Corp | 32,855 | $4,482,000 | 1.31% |
| Baltimore-Washington Financial Advisors, Inc. | 53,099 | $7,244,000 | 1.19% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,833 | $3,661,000 | 1.00% |
| Cresset Asset Management, LLC | 175,773 | $23,981,000 | 0.73% |