ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 79 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.68 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $59,000 | +25.5% | 521 | +21.4% | 0.01% | 0.0% |
| Q1 2017 | $47,000 | +14.6% | 429 | +12.0% | 0.01% | +30.0% |
| Q4 2016 | $41,000 | -12.8% | 383 | -23.4% | 0.01% | -23.1% |
| Q2 2015 | $47,000 | +4.4% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $45,000 | -2.2% | 500 | 0.0% | 0.01% | +44.4% |
| Q4 2014 | $46,000 | +7.0% | 500 | 0.0% | 0.01% | +12.5% |
| Q3 2014 | $43,000 | +2.4% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $42,000 | 0.0% | 500 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $42,000 | 0.0% | 500 | 0.0% | 0.01% | +33.3% |
| Q4 2013 | $42,000 | +13.5% | 500 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $37,000 | +2.8% | 500 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $36,000 | – | 500 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |