ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - 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% |
| 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% |