ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 145 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.48 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,474 | -85.4% | 16 | -82.2% | 0.00% | – |
| Q2 2021 | $17,000 | +13.3% | 90 | 0.0% | 0.00% | – |
| Q1 2021 | $15,000 | -99.5% | 90 | -99.5% | 0.00% | -100.0% |
| Q4 2020 | $2,810,000 | +1667.3% | 18,726 | +1340.5% | 0.09% | +1466.7% |
| Q3 2020 | $159,000 | +103.8% | 1,300 | +100.0% | 0.01% | +100.0% |
| Q2 2020 | $78,000 | +47.2% | 650 | +60.5% | 0.00% | +50.0% |
| Q4 2017 | $53,000 | +8.2% | 405 | 0.0% | 0.00% | +100.0% |
| Q3 2017 | $49,000 | -62.0% | 405 | -64.5% | 0.00% | -75.0% |
| Q2 2017 | $129,000 | +4.0% | 1,141 | 0.0% | 0.00% | +33.3% |
| Q1 2017 | $124,000 | +2.5% | 1,141 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $121,000 | +21.0% | 1,141 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $100,000 | +733.3% | 1,141 | +692.4% | 0.00% | – |
| Q2 2016 | $12,000 | 0.0% | 144 | 0.0% | 0.00% | – |
| Q1 2016 | $12,000 | -62.5% | 144 | -59.1% | 0.00% | -100.0% |
| Q4 2015 | $32,000 | +6.7% | 352 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $30,000 | -9.1% | 352 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $33,000 | – | 352 | – | 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% |