ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 140 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 ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |