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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $252,000 | -17.9% | 1,700 | 0.0% | 0.05% | -8.5% |
| Q1 2022 | $307,000 | -6.4% | 1,700 | 0.0% | 0.06% | -3.3% |
| Q4 2021 | $328,000 | +2.5% | 1,700 | 0.0% | 0.06% | -4.7% |
| Q3 2021 | $320,000 | +1.6% | 1,700 | 0.0% | 0.06% | -3.0% |
| Q2 2021 | $315,000 | +8.2% | 1,700 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $291,000 | +14.1% | 1,700 | 0.0% | 0.06% | +12.1% |
| Q4 2020 | $255,000 | +23.2% | 1,700 | 0.0% | 0.06% | +7.4% |
| Q3 2020 | $207,000 | +2.0% | 1,700 | 0.0% | 0.05% | -3.6% |
| Q2 2020 | $203,000 | -21.3% | 1,700 | 0.0% | 0.06% | -23.3% |
| Q4 2019 | $258,000 | +11.2% | 1,700 | 0.0% | 0.07% | +4.3% |
| Q3 2019 | $232,000 | +1.8% | 1,700 | 0.0% | 0.07% | -1.4% |
| Q2 2019 | $228,000 | +7.5% | 1,700 | 0.0% | 0.07% | +4.4% |
| Q1 2019 | $212,000 | – | 1,700 | – | 0.07% | – |
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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% |