ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 139 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 4.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $132,000 | -84.9% | 682 | -85.3% | 0.01% | -85.7% |
| Q3 2021 | $874,000 | +10.2% | 4,647 | +8.5% | 0.05% | +8.9% |
| Q2 2021 | $793,000 | +614.4% | 4,282 | +558.8% | 0.04% | +542.9% |
| Q1 2021 | $111,000 | +14.4% | 650 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $97,000 | +22.8% | 650 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $79,000 | +2.6% | 650 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $77,000 | -13.5% | 650 | -25.7% | 0.01% | -33.3% |
| Q1 2020 | $89,000 | -32.6% | 875 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $132,000 | +10.9% | 875 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $119,000 | +1.7% | 875 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $117,000 | +7.3% | 875 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $109,000 | +7.9% | 875 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $101,000 | -12.9% | 875 | 0.0% | 0.01% | -8.3% |
| Q3 2018 | $116,000 | +2.7% | 875 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $113,000 | -0.9% | 875 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $114,000 | 0.0% | 875 | 0.0% | 0.01% | +8.3% |
| Q4 2017 | $114,000 | +7.5% | 875 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $106,000 | +7.1% | 875 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $99,000 | +4.2% | 875 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $95,000 | +3.3% | 875 | 0.0% | 0.01% | -7.7% |
| Q4 2016 | $92,000 | +21.1% | 875 | 0.0% | 0.01% | +18.2% |
| Q3 2016 | $76,000 | +8.6% | 875 | 0.0% | 0.01% | -8.3% |
| Q2 2016 | $70,000 | 0.0% | 875 | 0.0% | 0.01% | -7.7% |
| Q1 2016 | $70,000 | – | 875 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |