ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 116 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $361,857 | -2.2% | 2,340 | -0.1% | 0.00% | 0.0% |
| Q2 2023 | $370,170 | -11.5% | 2,343 | -15.4% | 0.00% | 0.0% |
| Q1 2023 | $418,310 | +96284.8% | 2,771 | +0.4% | 0.00% | 0.0% |
| Q4 2022 | $434 | -99.9% | 2,760 | +2.6% | 0.00% | 0.0% |
| Q3 2022 | $380,000 | -5.9% | 2,689 | -1.4% | 0.00% | 0.0% |
| Q2 2022 | $404,000 | -24.9% | 2,727 | -8.6% | 0.00% | 0.0% |
| Q1 2022 | $538,000 | +9.8% | 2,985 | +17.7% | 0.00% | 0.0% |
| Q4 2021 | $490,000 | -1.0% | 2,537 | -3.6% | 0.00% | 0.0% |
| Q3 2021 | $495,000 | +10.7% | 2,631 | +9.1% | 0.00% | 0.0% |
| Q2 2021 | $447,000 | +12.0% | 2,411 | +3.6% | 0.00% | 0.0% |
| Q1 2021 | $399,000 | +14.3% | 2,327 | +0.1% | 0.00% | 0.0% |
| Q4 2020 | $349,000 | -59.9% | 2,325 | -67.4% | 0.00% | -66.7% |
| Q3 2020 | $871,000 | +11.8% | 7,135 | +9.4% | 0.00% | 0.0% |
| Q2 2020 | $779,000 | +98.2% | 6,522 | +70.6% | 0.00% | +50.0% |
| Q1 2020 | $393,000 | -32.5% | 3,824 | -0.2% | 0.00% | 0.0% |
| Q4 2019 | $582,000 | +9.4% | 3,831 | -1.8% | 0.00% | 0.0% |
| Q3 2019 | $532,000 | -47.1% | 3,900 | -48.0% | 0.00% | -50.0% |
| Q2 2019 | $1,005,000 | -28.6% | 7,506 | -33.4% | 0.00% | -50.0% |
| Q1 2019 | $1,407,000 | +11.5% | 11,277 | +0.3% | 0.01% | -11.1% |
| Q4 2018 | $1,262,000 | -18.3% | 11,244 | -2.6% | 0.01% | -10.0% |
| Q3 2018 | $1,545,000 | +11.4% | 11,550 | +7.9% | 0.01% | +11.1% |
| Q2 2018 | $1,387,000 | +59.1% | 10,701 | +60.7% | 0.01% | +50.0% |
| Q1 2018 | $872,000 | +10.0% | 6,657 | +9.5% | 0.01% | 0.0% |
| Q4 2017 | $793,000 | +16.6% | 6,077 | +7.1% | 0.01% | +20.0% |
| Q3 2017 | $680,000 | +6.4% | 5,676 | +0.7% | 0.01% | 0.0% |
| Q2 2017 | $639,000 | -69.7% | 5,636 | -70.8% | 0.01% | -70.6% |
| Q1 2017 | $2,107,000 | +383.3% | 19,310 | +371.0% | 0.02% | +325.0% |
| Q4 2016 | $436,000 | +12.4% | 4,100 | -7.3% | 0.00% | +33.3% |
| Q3 2016 | $388,000 | +14.8% | 4,425 | +5.6% | 0.00% | 0.0% |
| Q2 2016 | $338,000 | -0.3% | 4,192 | +0.5% | 0.00% | 0.0% |
| Q1 2016 | $339,000 | -4.0% | 4,173 | +6.3% | 0.00% | -25.0% |
| Q4 2015 | $353,000 | +30.7% | 3,926 | +24.2% | 0.00% | +33.3% |
| Q3 2015 | $270,000 | – | 3,160 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |