ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 228 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $233,000 | -6.8% | 1,652 | -2.2% | 0.04% | 0.0% |
| Q2 2022 | $250,000 | -19.9% | 1,690 | -2.3% | 0.04% | -2.2% |
| Q1 2022 | $312,000 | -49.3% | 1,730 | -45.7% | 0.04% | -41.6% |
| Q4 2021 | $615,000 | +20.1% | 3,185 | +17.0% | 0.08% | +6.9% |
| Q3 2021 | $512,000 | +7.8% | 2,722 | +6.2% | 0.07% | +2.9% |
| Q2 2021 | $475,000 | +24.3% | 2,563 | +15.0% | 0.07% | +1.4% |
| Q1 2021 | $382,000 | -92.8% | 2,228 | -93.6% | 0.07% | -95.1% |
| Q4 2019 | $5,297,000 | +18.2% | 34,890 | +6.2% | 1.40% | +6.9% |
| Q3 2019 | $4,482,000 | +115.2% | 32,855 | +111.2% | 1.31% | +97.6% |
| Q2 2019 | $2,083,000 | +25.7% | 15,555 | +17.1% | 0.66% | +12.2% |
| Q1 2019 | $1,657,000 | +31.6% | 13,280 | +18.5% | 0.59% | -2.0% |
| Q4 2018 | $1,259,000 | -25.4% | 11,210 | -11.5% | 0.60% | +3.4% |
| Q3 2018 | $1,688,000 | +17.8% | 12,666 | +14.6% | 0.58% | +3.0% |
| Q2 2018 | $1,433,000 | +2.5% | 11,056 | +3.6% | 0.56% | +0.2% |
| Q1 2018 | $1,398,000 | +8.0% | 10,674 | +7.6% | 0.56% | +2.7% |
| Q4 2017 | $1,295,000 | +17.9% | 9,924 | +8.3% | 0.55% | +7.5% |
| Q3 2017 | $1,098,000 | +19.5% | 9,162 | +13.1% | 0.51% | +12.1% |
| Q2 2017 | $919,000 | +13.7% | 8,102 | +9.4% | 0.46% | +9000.0% |
| Q1 2017 | $808,000 | -1.9% | 7,407 | -4.5% | 0.01% | -99.1% |
| Q4 2016 | $824,000 | +19.9% | 7,752 | -1.0% | 0.54% | +23.7% |
| Q3 2016 | $687,000 | -1.0% | 7,827 | -9.1% | 0.44% | -4.8% |
| Q2 2016 | $694,000 | -3.3% | 8,607 | -2.8% | 0.46% | -6.9% |
| Q1 2016 | $718,000 | -31.7% | 8,855 | -24.2% | 0.50% | -19.0% |
| Q4 2015 | $1,051,000 | – | 11,683 | – | 0.61% | – |
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% |