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 | $5,364,000 | +33.2% | 29,746 | +42.6% | 0.09% | +30.6% |
| Q4 2021 | $4,027,000 | +12.1% | 20,859 | +9.2% | 0.07% | +10.8% |
| Q3 2021 | $3,593,000 | +6.2% | 19,095 | +4.5% | 0.06% | 0.0% |
| Q2 2021 | $3,383,000 | -30.1% | 18,264 | -54.0% | 0.06% | -55.8% |
| Q3 2020 | $4,842,000 | +40.6% | 39,684 | +37.6% | 0.15% | +24.6% |
| Q2 2020 | $3,445,000 | +1532.7% | 28,850 | +1720.2% | 0.12% | +1375.0% |
| Q3 2018 | $211,000 | -23.0% | 1,585 | -25.1% | 0.01% | -33.3% |
| Q2 2018 | $274,000 | -83.2% | 2,117 | -83.0% | 0.01% | -84.8% |
| Q1 2018 | $1,633,000 | -3.1% | 12,469 | -3.5% | 0.08% | -6.0% |
| Q4 2017 | $1,686,000 | -3.5% | 12,924 | -11.3% | 0.08% | -11.6% |
| Q3 2017 | $1,747,000 | -10.3% | 14,578 | -18.3% | 0.10% | -25.2% |
| Q1 2017 | $1,947,000 | +4.2% | 17,846 | +1.4% | 0.13% | -11.2% |
| Q4 2016 | $1,869,000 | +183.6% | 17,593 | +118.9% | 0.14% | +98.6% |
| Q4 2015 | $659,000 | – | 8,037 | – | 0.07% | – |
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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% |