ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $258,315 | +18.0% | 1,548 | +5.7% | 0.04% | -53.8% |
| Q3 2022 | $219,000 | -2.2% | 1,464 | -0.5% | 0.09% | -5.1% |
| Q2 2022 | $224,000 | -10.8% | 1,472 | +1.2% | 0.10% | 0.0% |
| Q1 2022 | $251,000 | -11.9% | 1,454 | -2.7% | 0.10% | -17.6% |
| Q4 2021 | $285,000 | -2.4% | 1,494 | -0.5% | 0.12% | +7.2% |
| Q3 2021 | $292,000 | -20.2% | 1,502 | -23.6% | 0.11% | -19.6% |
| Q2 2021 | $366,000 | +4.9% | 1,967 | -1.3% | 0.14% | -7.4% |
| Q1 2021 | $349,000 | -23.8% | 1,992 | -31.6% | 0.15% | -29.4% |
| Q4 2020 | $458,000 | +18.7% | 2,914 | -4.4% | 0.21% | +2.4% |
| Q3 2020 | $386,000 | +0.3% | 3,047 | -6.6% | 0.21% | -12.3% |
| Q2 2020 | $385,000 | +14.9% | 3,264 | +3.5% | 0.24% | -6.0% |
| Q1 2020 | $335,000 | -31.6% | 3,155 | -1.7% | 0.25% | -21.9% |
| Q4 2019 | $490,000 | +24.4% | 3,208 | +6.4% | 0.32% | -1.8% |
| Q3 2019 | $394,000 | +8.8% | 3,015 | +13.5% | 0.33% | -6.1% |
| Q2 2019 | $362,000 | – | 2,656 | – | 0.35% | – |
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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% |