ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,732 | -47.0% | 50 | -50.0% | 0.00% | – |
| Q2 2023 | $14,576 | -80.0% | 100 | -81.7% | 0.00% | -100.0% |
| Q1 2023 | $72,886 | +2577.7% | 546 | -97.3% | 0.00% | -95.9% |
| Q4 2022 | $2,722 | -99.9% | 20,088 | -20.9% | 0.07% | -18.0% |
| Q3 2022 | $3,400,000 | -12.8% | 25,405 | -12.7% | 0.09% | -27.6% |
| Q2 2022 | $3,897,000 | -8.2% | 29,106 | -8.3% | 0.12% | +132.1% |
| Q1 2022 | $4,245,000 | +289.1% | 31,727 | +460.8% | 0.05% | +152.4% |
| Q4 2021 | $1,091,000 | +33.0% | 5,657 | +30.0% | 0.02% | +31.2% |
| Q3 2021 | $820,000 | +1123.9% | 4,350 | +1091.8% | 0.02% | +1500.0% |
| Q2 2021 | $67,000 | +4.7% | 365 | -1.9% | 0.00% | 0.0% |
| Q1 2021 | $64,000 | -66.8% | 372 | -70.8% | 0.00% | -87.5% |
| Q4 2020 | $193,000 | -54.7% | 1,275 | -63.9% | 0.01% | -68.0% |
| Q3 2020 | $426,000 | +35.2% | 3,535 | +28.9% | 0.02% | 0.0% |
| Q2 2020 | $315,000 | +707.7% | 2,742 | +665.9% | 0.02% | +525.0% |
| Q1 2020 | $39,000 | +550.0% | 358 | +752.4% | 0.00% | – |
| Q4 2019 | $6,000 | +100.0% | 42 | +82.6% | 0.00% | – |
| Q3 2019 | $3,000 | -25.0% | 23 | -34.3% | 0.00% | -100.0% |
| Q1 2019 | $4,000 | -97.4% | 35 | -97.4% | 0.00% | -88.9% |
| Q4 2018 | $152,000 | -43.1% | 1,370 | -31.5% | 0.01% | -18.2% |
| Q3 2018 | $267,000 | +3.1% | 2,000 | +0.1% | 0.01% | 0.0% |
| Q2 2018 | $259,000 | +99.2% | 1,998 | +100.2% | 0.01% | +83.3% |
| Q1 2018 | $130,000 | 0.0% | 998 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $130,000 | -41.2% | 998 | -45.8% | 0.01% | -33.3% |
| Q3 2017 | $221,000 | +12.2% | 1,843 | +5.8% | 0.01% | +12.5% |
| Q2 2017 | $197,000 | -87.0% | 1,742 | -87.4% | 0.01% | -87.9% |
| Q1 2017 | $1,513,000 | -2.0% | 13,870 | -4.6% | 0.07% | -12.0% |
| Q4 2016 | $1,544,000 | +37.9% | 14,533 | +13.8% | 0.08% | +29.3% |
| Q3 2016 | $1,120,000 | +15.1% | 12,767 | +5.8% | 0.06% | +7.4% |
| Q2 2016 | $973,000 | +24225.0% | 12,066 | +34374.3% | 0.05% | +5300.0% |
| Q1 2016 | $4,000 | -99.6% | 35 | -99.7% | 0.00% | -98.7% |
| Q4 2015 | $1,114,000 | – | 12,386 | – | 0.08% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |