ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 155 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,578 | -2.1% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,742 | +4.6% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,398 | -4.1% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,718 | +10.3% | 49 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -22.2% | 49 | 0.0% | 0.00% | -50.0% |
| Q1 2022 | $9,000 | 0.0% | 49 | 0.0% | 0.00% | +33.3% |
| Q4 2021 | $9,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +16.7% | 49 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $6,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | +20.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -28.6% | 49 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $7,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | +16.7% | 49 | 0.0% | 0.00% | +33.3% |
| Q1 2019 | $6,000 | 0.0% | 49 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $6,000 | -14.3% | 49 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $7,000 | +16.7% | 49 | 0.0% | 0.00% | +33.3% |
| Q2 2018 | $6,000 | 0.0% | 49 | 0.0% | 0.00% | -25.0% |
| Q1 2018 | $6,000 | 0.0% | 49 | 0.0% | 0.00% | +33.3% |
| Q4 2017 | $6,000 | 0.0% | 49 | 0.0% | 0.00% | -25.0% |
| Q3 2017 | $6,000 | +100.0% | 49 | +32.4% | 0.00% | +300.0% |
| Q1 2016 | $3,000 | 0.0% | 37 | 0.0% | 0.00% | -66.7% |
| Q4 2015 | $3,000 | – | 37 | – | 0.00% | – |
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% |