ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 148 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $270,000 | +104.5% | 1,396 | +98.9% | 0.02% | +80.0% |
| Q3 2021 | $132,000 | +3.1% | 702 | +1.4% | 0.01% | 0.0% |
| Q2 2021 | $128,000 | +7.6% | 692 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $119,000 | +54.5% | 692 | +34.6% | 0.01% | +57.1% |
| Q4 2020 | $77,000 | -33.0% | 514 | -45.4% | 0.01% | -41.7% |
| Q3 2020 | $115,000 | -42.8% | 941 | -44.1% | 0.01% | -47.8% |
| Q2 2020 | $201,000 | +14.2% | 1,684 | -1.6% | 0.02% | 0.0% |
| Q1 2020 | $176,000 | -48.4% | 1,712 | -23.9% | 0.02% | -34.3% |
| Q4 2019 | $341,000 | +11.1% | 2,249 | +0.1% | 0.04% | +6.1% |
| Q3 2019 | $307,000 | +2.0% | 2,247 | +0.0% | 0.03% | +3.1% |
| Q2 2019 | $301,000 | +2408.3% | 2,246 | +2289.4% | 0.03% | +966.7% |
| Q1 2019 | $12,000 | -95.6% | 94 | -96.1% | 0.00% | -94.6% |
| Q4 2018 | $271,000 | +1984.6% | 2,412 | +2466.0% | 0.06% | +833.3% |
| Q3 2018 | $13,000 | -72.3% | 94 | -75.8% | 0.01% | -53.8% |
| Q3 2017 | $47,000 | -99.9% | 388 | -32.4% | 0.01% | -18.8% |
| Q2 2017 | $65,000,000 | +20.4% | 574 | +14.6% | 0.02% | +6.7% |
| Q1 2017 | $54,000,000 | -38.6% | 501 | -39.6% | 0.02% | 0.0% |
| Q4 2016 | $88,000,000 | +977677.8% | 829 | +729.0% | 0.02% | +650.0% |
| Q3 2014 | $9,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |