ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 158 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $581,000 | +11.3% | 3,825 | 0.0% | 0.07% | +2.9% |
| Q3 2019 | $522,000 | -31.8% | 3,825 | -33.1% | 0.07% | -34.6% |
| Q2 2019 | $765,000 | +7.3% | 5,715 | 0.0% | 0.10% | +8.3% |
| Q1 2019 | $713,000 | +11.1% | 5,715 | 0.0% | 0.10% | -16.5% |
| Q4 2018 | $642,000 | -15.7% | 5,715 | 0.0% | 0.12% | +0.9% |
| Q3 2018 | $762,000 | +2.8% | 5,715 | 0.0% | 0.11% | -4.2% |
| Q2 2018 | $741,000 | -0.9% | 5,715 | 0.0% | 0.12% | -0.8% |
| Q1 2018 | $748,000 | +49.9% | 5,715 | +49.4% | 0.12% | +60.0% |
| Q4 2017 | $499,000 | +9.0% | 3,825 | 0.0% | 0.08% | -6.2% |
| Q3 2017 | $458,000 | +5.5% | 3,825 | 0.0% | 0.08% | -1.2% |
| Q2 2017 | $434,000 | +4.1% | 3,825 | 0.0% | 0.08% | +1.2% |
| Q1 2017 | $417,000 | +2.7% | 3,825 | 0.0% | 0.08% | -7.0% |
| Q4 2016 | $406,000 | +20.8% | 3,825 | 0.0% | 0.09% | +3.6% |
| Q3 2016 | $336,000 | – | 3,825 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 55,306 | $3,606,532 | 8.87% |
| Kozak & Associates, Inc. | 254,585 | $16,802,620 | 4.15% |
| SAM Advisors, LLC | 121,411 | $7,917,211 | 2.87% |
| RiverFront Investment Group, LLC | 1,448,241 | $94,439 | 2.52% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,322 | $3,085,845 | 1.90% |
| Pinnacle Family Advisors, LLC | 46,462 | $3,029,787 | 1.68% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 116,665 | $7,607,725 | 1.62% |
| ARKANSAS FINANCIAL GROUP, INC. | 139,581 | $9,102,101 | 1.62% |
| Baltimore-Washington Financial Advisors, Inc. | 373,427 | $24,351,234 | 1.41% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 14,694 | $973,032 | 0.76% |