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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $603,680 | +13014.9% | 3,821 | -87.5% | 0.02% | -86.3% |
| Q1 2023 | $4,603 | +258.8% | 30,491 | +274.4% | 0.15% | +175.5% |
| Q4 2022 | $1,283 | -99.8% | 8,143 | +114.3% | 0.05% | +488.9% |
| Q3 2022 | $536,000 | +22.7% | 3,800 | +28.9% | 0.01% | -10.0% |
| Q2 2022 | $437,000 | +3.1% | 2,949 | +25.4% | 0.01% | +150.0% |
| Q1 2022 | $424,000 | +1666.7% | 2,352 | +1781.6% | 0.00% | – |
| Q4 2021 | $24,000 | -96.3% | 125 | -96.3% | 0.00% | -100.0% |
| Q3 2021 | $644,000 | +33.6% | 3,424 | +31.5% | 0.02% | +23.1% |
| Q2 2021 | $482,000 | +32.4% | 2,604 | +7.6% | 0.01% | +18.2% |
| Q4 2020 | $364,000 | -52.4% | 2,421 | -51.9% | 0.01% | -82.5% |
| Q4 2019 | $764,000 | +918.7% | 5,034 | +820.3% | 0.06% | +1160.0% |
| Q3 2019 | $75,000 | -96.8% | 547 | -96.9% | 0.01% | -96.9% |
| Q2 2019 | $2,372,000 | +41.8% | 17,719 | +32.2% | 0.16% | +56.9% |
| Q1 2019 | $1,673,000 | -0.5% | 13,407 | -10.5% | 0.10% | -15.7% |
| Q4 2018 | $1,681,000 | +600.4% | 14,976 | +733.4% | 0.12% | +572.2% |
| Q3 2018 | $240,000 | -91.2% | 1,797 | -91.4% | 0.02% | -92.3% |
| Q1 2018 | $2,730,000 | +16.7% | 20,849 | +16.3% | 0.23% | -22.5% |
| Q4 2017 | $2,339,000 | +36.7% | 17,933 | +14.4% | 0.30% | +76.6% |
| Q1 2017 | $1,711,000 | -45.4% | 15,682 | -46.8% | 0.17% | -49.7% |
| Q4 2016 | $3,135,000 | -32.0% | 29,504 | -43.9% | 0.34% | -25.8% |
| Q3 2016 | $4,613,000 | +478.8% | 52,560 | +431.3% | 0.46% | +502.6% |
| Q2 2016 | $797,000 | -17.7% | 9,893 | -17.1% | 0.08% | -47.2% |
| Q1 2016 | $968,000 | -59.3% | 11,934 | -54.8% | 0.14% | -62.6% |
| Q4 2015 | $2,376,000 | +61.3% | 26,410 | +53.3% | 0.38% | +169.2% |
| Q3 2015 | $1,473,000 | +58.2% | 17,233 | +65.6% | 0.14% | +24.3% |
| Q1 2015 | $931,000 | -56.6% | 10,406 | -58.3% | 0.12% | -52.3% |
| Q3 2014 | $2,147,000 | – | 24,930 | – | 0.24% | – |
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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% |