ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $249,460 | +15.3% | 1,392 | -0.5% | 0.01% | 0.0% |
| Q3 2023 | $216,341 | -2.1% | 1,399 | 0.0% | 0.01% | -14.3% |
| Q2 2023 | $221,028 | +4.7% | 1,399 | 0.0% | 0.01% | +16.7% |
| Q1 2023 | $211,193 | +95896.8% | 1,399 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $220 | -99.9% | 1,399 | -5.9% | 0.01% | 0.0% |
| Q2 2022 | $220,000 | -17.9% | 1,486 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $268,000 | -6.6% | 1,486 | 0.0% | 0.01% | -11.1% |
| Q4 2021 | $287,000 | +2.1% | 1,486 | -0.3% | 0.01% | 0.0% |
| Q3 2021 | $281,000 | +1.8% | 1,491 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $276,000 | +8.2% | 1,491 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $255,000 | +13.8% | 1,491 | 0.0% | 0.01% | +11.1% |
| Q4 2020 | $224,000 | -8.2% | 1,491 | -7.1% | 0.01% | -25.0% |
| Q4 2019 | $244,000 | +11.4% | 1,605 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $219,000 | +1.9% | 1,605 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $215,000 | +7.5% | 1,605 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $200,000 | -6.5% | 1,605 | 0.0% | 0.01% | -7.7% |
| Q3 2018 | $214,000 | -1.8% | 1,605 | -4.5% | 0.01% | -7.1% |
| Q2 2018 | $218,000 | -2.7% | 1,680 | -1.9% | 0.01% | -6.7% |
| Q1 2018 | $224,000 | +0.4% | 1,712 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $223,000 | +8.3% | 1,712 | -0.6% | 0.02% | +7.1% |
| Q3 2017 | $206,000 | -19.8% | 1,722 | -24.0% | 0.01% | -22.2% |
| Q2 2017 | $257,000 | +4.0% | 2,267 | 0.0% | 0.02% | -5.3% |
| Q1 2017 | $247,000 | +7.9% | 2,267 | +5.3% | 0.02% | 0.0% |
| Q4 2016 | $229,000 | +8.0% | 2,153 | -8.5% | 0.02% | -13.6% |
| Q4 2015 | $212,000 | +3.4% | 2,353 | -1.7% | 0.02% | -4.3% |
| Q3 2015 | $205,000 | -8.9% | 2,393 | 0.0% | 0.02% | -4.2% |
| Q2 2015 | $225,000 | -3.0% | 2,393 | -7.7% | 0.02% | -4.0% |
| Q1 2015 | $232,000 | -0.9% | 2,593 | +2.0% | 0.02% | -3.8% |
| Q4 2014 | $234,000 | -99.9% | 2,543 | -13.9% | 0.03% | -16.1% |
| Q1 2014 | $250,679,000 | +89109.6% | 2,953 | -12.1% | 0.03% | -16.2% |
| Q4 2013 | $281,000 | – | 3,358 | – | 0.04% | – |
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% |