ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $30,000 | 0.0% | 201 | 0.0% | 0.00% | -20.0% |
| Q2 2022 | $30,000 | -16.7% | 201 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $36,000 | -7.7% | 201 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $39,000 | +2.6% | 201 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $38,000 | +2.7% | 201 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $37,000 | +5.7% | 201 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $35,000 | +16.7% | 201 | 0.0% | 0.01% | +75.0% |
| Q4 2020 | $30,000 | 0.0% | 201 | -18.0% | 0.00% | -20.0% |
| Q3 2020 | $30,000 | +3.4% | 245 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $29,000 | +20.8% | 245 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $24,000 | -35.1% | 245 | 0.0% | 0.01% | -54.5% |
| Q4 2019 | $37,000 | +2.8% | 245 | -6.1% | 0.01% | -54.2% |
| Q3 2019 | $36,000 | +2.9% | 261 | 0.0% | 0.02% | -4.0% |
| Q2 2019 | $35,000 | +6.1% | 261 | 0.0% | 0.02% | -30.6% |
| Q1 2019 | $33,000 | +13.8% | 261 | 0.0% | 0.04% | +63.6% |
| Q4 2018 | $29,000 | -17.1% | 261 | 0.0% | 0.02% | +4.8% |
| Q3 2018 | $35,000 | +2.9% | 261 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $34,000 | 0.0% | 261 | 0.0% | 0.02% | -4.3% |
| Q1 2018 | $34,000 | 0.0% | 261 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $34,000 | +9.7% | 261 | 0.0% | 0.02% | +91.7% |
| Q3 2017 | $31,000 | +3.3% | 261 | 0.0% | 0.01% | +9.1% |
| Q2 2017 | $30,000 | +7.1% | 261 | 0.0% | 0.01% | +10.0% |
| Q1 2017 | $28,000 | +180.0% | 261 | +186.8% | 0.01% | +233.3% |
| Q4 2016 | $10,000 | – | 91 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |