ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 141 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $527,438 | -18.8% | 3,411 | -17.1% | 0.01% | -14.3% |
| Q2 2023 | $649,886 | -31.1% | 4,113 | -34.1% | 0.01% | -41.7% |
| Q1 2023 | $942,808 | -8.7% | 6,245 | -28.9% | 0.01% | -57.1% |
| Q4 2022 | $1,032,989 | +211.1% | 8,789 | +273.5% | 0.03% | +460.0% |
| Q3 2022 | $332,000 | -52.4% | 2,353 | -50.0% | 0.01% | -58.3% |
| Q2 2022 | $697,000 | -65.5% | 4,707 | -58.0% | 0.01% | -63.6% |
| Q1 2022 | $2,022,000 | +43.3% | 11,213 | +53.4% | 0.03% | +57.1% |
| Q4 2021 | $1,411,000 | +282.4% | 7,308 | +272.3% | 0.02% | +133.3% |
| Q3 2021 | $369,000 | +1.4% | 1,963 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $364,000 | +33.3% | 1,963 | +23.3% | 0.01% | +25.0% |
| Q1 2021 | $273,000 | +24.1% | 1,592 | +8.5% | 0.01% | +14.3% |
| Q4 2020 | $220,000 | -95.2% | 1,467 | -96.1% | 0.01% | -95.6% |
| Q3 2020 | $4,558,000 | +40.5% | 37,354 | +37.5% | 0.16% | +24.4% |
| Q2 2020 | $3,245,000 | +767.6% | 27,175 | +1002.9% | 0.13% | +746.7% |
| Q4 2019 | $374,000 | +48.4% | 2,464 | +33.8% | 0.02% | +36.4% |
| Q3 2019 | $252,000 | +22.3% | 1,842 | +19.1% | 0.01% | -31.2% |
| Q3 2018 | $206,000 | -99.7% | 1,546 | +151.0% | 0.02% | +33.3% |
| Q2 2017 | $70,778,000 | – | 616 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 132,348 | $18,056,000 | 4.62% |
| RiverFront Investment Group, LLC | 888,331 | $121,194,000 | 2.99% |
| RVW Wealth, LLC | 86,680 | $11,826,000 | 2.81% |
| Quantitative Advantage, LLC | 59,362 | $8,099,000 | 2.23% |
| CYPRESS ASSET MANAGEMENT INC/TX | 46,083 | $6,287,000 | 2.18% |
| BECK CAPITAL MANAGEMENT, LLC | 22,434 | $3,061,000 | 1.66% |
| Karp Capital Management Corp | 32,855 | $4,482,000 | 1.31% |
| Baltimore-Washington Financial Advisors, Inc. | 53,099 | $7,244,000 | 1.19% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,833 | $3,661,000 | 1.00% |
| Cresset Asset Management, LLC | 175,773 | $23,981,000 | 0.73% |