ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,485,925 | +0.5% | 61,342 | +2.6% | 0.04% | -2.7% |
| Q2 2023 | $9,441,954 | +3768.4% | 59,763 | +3595.9% | 0.04% | +3600.0% |
| Q1 2023 | $244,082 | -2.8% | 1,617 | +1.4% | 0.00% | 0.0% |
| Q4 2022 | $251,034 | +17.3% | 1,594 | +5.2% | 0.00% | 0.0% |
| Q3 2022 | $214,000 | -7.0% | 1,515 | -2.3% | 0.00% | 0.0% |
| Q2 2022 | $230,000 | -17.6% | 1,551 | +0.1% | 0.00% | -50.0% |
| Q1 2022 | $279,000 | +43.8% | 1,549 | +54.1% | 0.00% | +100.0% |
| Q4 2021 | $194,000 | +3.2% | 1,005 | +0.3% | 0.00% | -50.0% |
| Q3 2021 | $188,000 | +62.1% | 1,002 | +59.8% | 0.00% | +100.0% |
| Q2 2021 | $116,000 | +54.7% | 627 | +42.5% | 0.00% | 0.0% |
| Q1 2021 | $75,000 | +13.6% | 440 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $66,000 | +37.5% | 440 | +12.2% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +4.3% | 392 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $46,000 | – | 392 | – | 0.00% | – |
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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% |