ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 82 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 0.82 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 132,348 | $18,056,000 | 4.62% |
| RiverFront Investment Group, LLC | 888,331 | $121,194,000 | 2.99% |
| RVW Wealth, LLC | 86,680 | $11,826,000 | 2.81% |
| Quantitative Advantage, LLC | 59,362 | $8,099,000 | 2.23% |
| CYPRESS ASSET MANAGEMENT INC/TX | 46,083 | $6,287,000 | 2.18% |
| BECK CAPITAL MANAGEMENT, LLC | 22,434 | $3,061,000 | 1.66% |
| Karp Capital Management Corp | 32,855 | $4,482,000 | 1.31% |
| Baltimore-Washington Financial Advisors, Inc. | 53,099 | $7,244,000 | 1.19% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,833 | $3,661,000 | 1.00% |
| Cresset Asset Management, LLC | 175,773 | $23,981,000 | 0.73% |