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 ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |