ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,670 | -2.1% | 69 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,901 | +4.7% | 69 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $10,416 | +94590.9% | 69 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11 | -99.9% | 69 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $10,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $10,000 | -16.7% | 69 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $12,000 | -7.7% | 69 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $13,000 | 0.0% | 69 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $13,000 | 0.0% | 69 | 0.0% | 0.00% | -66.7% |
| Q2 2021 | $13,000 | +8.3% | 69 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $12,000 | +20.0% | 69 | 0.0% | 0.01% | +12.5% |
| Q4 2020 | $10,000 | -85.3% | 69 | -87.7% | 0.01% | -86.0% |
| Q3 2020 | $68,000 | +1.5% | 559 | 0.0% | 0.06% | -10.9% |
| Q2 2020 | $67,000 | +17.5% | 559 | 0.0% | 0.06% | +1.6% |
| Q1 2020 | $57,000 | -32.9% | 559 | 0.0% | 0.06% | -16.0% |
| Q4 2019 | $85,000 | +11.8% | 559 | 0.0% | 0.08% | +4.2% |
| Q3 2019 | $76,000 | -53.9% | 559 | -54.5% | 0.07% | -52.6% |
| Q2 2019 | $165,000 | -46.3% | 1,229 | -50.1% | 0.15% | -15.1% |
| Q1 2019 | $307,000 | -96.3% | 2,461 | -96.7% | 0.18% | -96.1% |
| Q4 2018 | $8,332,000 | – | 74,210 | – | 4.64% | – |
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% |