ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 116 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $104,000 | +8.3% | 800 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $96,000 | +5.5% | 800 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $91,000 | +4.6% | 800 | 0.0% | 0.00% | +33.3% |
| Q1 2017 | $87,000 | -17.9% | 800 | -20.0% | 0.00% | -25.0% |
| Q4 2016 | $106,000 | +20.5% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $88,000 | +8.6% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $81,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $81,000 | -82.0% | 1,000 | -80.0% | 0.00% | -81.0% |
| Q4 2015 | $450,000 | +5.4% | 5,000 | 0.0% | 0.02% | +5.0% |
| Q3 2015 | $427,000 | -9.1% | 5,000 | 0.0% | 0.02% | -4.8% |
| Q2 2015 | $470,000 | +5.1% | 5,000 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $447,000 | -25.9% | 5,000 | -28.6% | 0.02% | -30.0% |
| Q3 2014 | $603,000 | +2.0% | 7,000 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $591,000 | -0.5% | 7,000 | 0.0% | 0.03% | -9.1% |
| Q1 2014 | $594,000 | +1.4% | 7,000 | 0.0% | 0.03% | +3.1% |
| Q4 2013 | $586,000 | +31.7% | 7,000 | +16.7% | 0.03% | +28.0% |
| Q3 2013 | $445,000 | +24.3% | 6,000 | +20.0% | 0.02% | +25.0% |
| Q2 2013 | $358,000 | – | 5,000 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |