ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,774 | -3.4% | 3,801 | -1.3% | 0.08% | -6.9% |
| Q2 2023 | $608,184 | -3.5% | 3,850 | -8.8% | 0.09% | -13.9% |
| Q1 2023 | $629,928 | -6.3% | 4,222 | -1.1% | 0.10% | -22.9% |
| Q4 2022 | $672,477 | +12.5% | 4,269 | +0.8% | 0.13% | +4.0% |
| Q3 2022 | $598,000 | -3.1% | 4,235 | +1.8% | 0.13% | -3.1% |
| Q2 2022 | $617,000 | -19.7% | 4,160 | -0.0% | 0.13% | -7.8% |
| Q1 2022 | $768,000 | -9.8% | 4,161 | -2.3% | 0.14% | +2.2% |
| Q4 2021 | $851,000 | +67.5% | 4,259 | +54.2% | 0.14% | +51.6% |
| Q3 2021 | $508,000 | 0.0% | 2,762 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $508,000 | +58.8% | 2,762 | +47.9% | 0.09% | +44.4% |
| Q1 2021 | $320,000 | – | 1,868 | – | 0.06% | – |
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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% |