ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 225 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.89 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $15,848 | +3.0% | 232 | 0.0% | 0.00% | – |
| Q1 2024 | $15,382 | +11.0% | 232 | +201.3% | 0.00% | – |
| Q4 2023 | $13,859 | +15.9% | 77 | 0.0% | 0.00% | – |
| Q3 2023 | $11,958 | -2.1% | 77 | 0.0% | 0.00% | – |
| Q2 2023 | $12,217 | +5.1% | 77 | 0.0% | 0.00% | – |
| Q1 2023 | $11,624 | -4.2% | 77 | 0.0% | 0.00% | – |
| Q4 2022 | $12,129 | +10.3% | 77 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2022 | $11,000 | -21.4% | 77 | 0.0% | 0.00% | – |
| Q1 2022 | $14,000 | -6.7% | 77 | 0.0% | 0.00% | – |
| Q4 2021 | $15,000 | +7.1% | 77 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2021 | $14,000 | +7.7% | 77 | 0.0% | 0.00% | – |
| Q1 2021 | $13,000 | +8.3% | 77 | 0.0% | 0.00% | – |
| Q4 2020 | $12,000 | +33.3% | 77 | 0.0% | 0.00% | – |
| Q3 2020 | $9,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2020 | $9,000 | +12.5% | 77 | 0.0% | 0.00% | – |
| Q1 2020 | $8,000 | -33.3% | 77 | 0.0% | 0.00% | – |
| Q4 2019 | $12,000 | +9.1% | 77 | 0.0% | 0.00% | – |
| Q3 2019 | $11,000 | +10.0% | 77 | 0.0% | 0.00% | – |
| Q2 2019 | $10,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q1 2019 | $10,000 | +11.1% | 77 | 0.0% | 0.00% | – |
| Q4 2018 | $9,000 | -10.0% | 77 | 0.0% | 0.00% | – |
| Q3 2018 | $10,000 | 0.0% | 77 | 0.0% | 0.00% | – |
| Q2 2018 | $10,000 | 0.0% | 77 | 0.0% | 0.00% | -100.0% |
| Q1 2018 | $10,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $10,000 | +11.1% | 77 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $9,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | +12.5% | 77 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 77 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | – | 77 | – | 0.00% | – |
Download | ||||||
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% |