ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 140 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $600,906 | -12.5% | 9,214 | -11.1% | 0.00% | -33.3% |
| Q1 2024 | $686,885 | -6.2% | 10,361 | +153.6% | 0.01% | -14.3% |
| Q4 2023 | $732,365 | +38.9% | 4,085 | +19.8% | 0.01% | +16.7% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |