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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $222,000 | -18.7% | 1,229 | -13.2% | 0.07% | -18.9% |
| Q4 2021 | $273,000 | -47.0% | 1,416 | -48.3% | 0.09% | -49.4% |
| Q3 2021 | $515,000 | +1.6% | 2,737 | 0.0% | 0.18% | +1.1% |
| Q2 2021 | $507,000 | -21.3% | 2,737 | -27.2% | 0.18% | -27.6% |
| Q1 2021 | $644,000 | -65.0% | 3,762 | -69.3% | 0.24% | -66.8% |
| Q4 2020 | $1,841,000 | -13.2% | 12,271 | -29.4% | 0.73% | -20.8% |
| Q3 2020 | $2,121,000 | +178.7% | 17,384 | +172.8% | 0.92% | +145.5% |
| Q2 2020 | $761,000 | – | 6,372 | – | 0.38% | – |
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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% |