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 ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |