ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 142 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.91 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $208,000 | -2.8% | 1,156 | +4.4% | 0.01% | 0.0% |
| Q4 2021 | $214,000 | +4.9% | 1,107 | +2.0% | 0.01% | 0.0% |
| Q3 2021 | $204,000 | -4.2% | 1,085 | -5.6% | 0.01% | 0.0% |
| Q2 2021 | $213,000 | +1.4% | 1,149 | -6.4% | 0.01% | -16.7% |
| Q1 2021 | $210,000 | -16.7% | 1,227 | -40.6% | 0.01% | -25.0% |
| Q3 2020 | $252,000 | -70.6% | 2,064 | -63.4% | 0.01% | -76.5% |
| Q4 2019 | $856,000 | +5.8% | 5,636 | -5.0% | 0.03% | -2.9% |
| Q3 2019 | $809,000 | -3.5% | 5,933 | -5.3% | 0.04% | -2.8% |
| Q2 2019 | $838,000 | +11.0% | 6,262 | +3.6% | 0.04% | +5.9% |
| Q1 2019 | $755,000 | +8.0% | 6,045 | -3.0% | 0.03% | -5.6% |
| Q4 2018 | $699,000 | -26.0% | 6,230 | -12.0% | 0.04% | -14.3% |
| Q3 2018 | $944,000 | +5.5% | 7,080 | +2.5% | 0.04% | +5.0% |
| Q2 2018 | $895,000 | +1.5% | 6,907 | +2.6% | 0.04% | +8.1% |
| Q1 2018 | $882,000 | +0.5% | 6,730 | -0.1% | 0.04% | -5.1% |
| Q4 2017 | $878,000 | +16.9% | 6,734 | +7.5% | 0.04% | +11.4% |
| Q3 2017 | $751,000 | +1.1% | 6,265 | -4.4% | 0.04% | -7.9% |
| Q2 2017 | $743,000 | +16.1% | 6,554 | +11.7% | 0.04% | +5.6% |
| Q1 2017 | $640,000 | +11.1% | 5,865 | +8.1% | 0.04% | 0.0% |
| Q4 2016 | $576,000 | +40.8% | 5,424 | +16.3% | 0.04% | +28.6% |
| Q3 2016 | $409,000 | +22.8% | 4,665 | +13.7% | 0.03% | -3.4% |
| Q1 2016 | $333,000 | -14.8% | 4,103 | -5.5% | 0.03% | -12.1% |
| Q4 2015 | $391,000 | +27.4% | 4,341 | +20.7% | 0.03% | -15.4% |
| Q3 2015 | $307,000 | – | 3,596 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |