ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 68 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 1.72 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $248,000 | -80.1% | 2,821 | -81.6% | 0.01% | -82.9% |
| Q1 2016 | $1,244,000 | +374.8% | 15,330 | +426.4% | 0.04% | +775.0% |
| Q4 2015 | $262,000 | -84.3% | 2,912 | -85.1% | 0.00% | -85.2% |
| Q3 2015 | $1,670,000 | +358.8% | 19,538 | +380.8% | 0.03% | +285.7% |
| Q1 2015 | $364,000 | -92.1% | 4,064 | -92.5% | 0.01% | -90.1% |
| Q2 2014 | $4,603,000 | +630.6% | 54,517 | +635.7% | 0.07% | +787.5% |
| Q1 2014 | $630,000 | +21.4% | 7,410 | +5.8% | 0.01% | +14.3% |
| Q3 2013 | $519,000 | – | 7,001 | – | 0.01% | – |
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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% |