ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 146 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $262,000 | +29.7% | 1,857 | +36.1% | 0.00% | – |
| Q2 2022 | $202,000 | +2785.7% | 1,364 | +3489.5% | 0.00% | – |
| Q3 2021 | $7,000 | 0.0% | 38 | 0.0% | 0.00% | – |
| Q2 2021 | $7,000 | -41.7% | 38 | -62.0% | 0.00% | – |
| Q3 2020 | $12,000 | +9.1% | 100 | +1.0% | 0.00% | – |
| Q4 2018 | $11,000 | -70.3% | 99 | -64.6% | 0.00% | – |
| Q3 2018 | $37,000 | +2.8% | 280 | 0.0% | 0.00% | – |
| Q2 2018 | $36,000 | +33.3% | 280 | +9.4% | 0.00% | -100.0% |
| Q1 2017 | $27,000 | +3.8% | 256 | +2.4% | 0.00% | -50.0% |
| Q4 2016 | $26,000 | +1200.0% | 250 | +762.1% | 0.00% | – |
| Q2 2016 | $2,000 | – | 29 | – | 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% |