ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 228 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $98,352 | -2.1% | 636 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $100,482 | +4.7% | 636 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $96,011 | -4.2% | 636 | 0.0% | 0.01% | -9.1% |
| Q4 2022 | $100,183 | +11.3% | 636 | 0.0% | 0.01% | -8.3% |
| Q3 2022 | $90,000 | -4.3% | 636 | 0.0% | 0.01% | -7.7% |
| Q2 2022 | $94,000 | -18.3% | 636 | 0.0% | 0.01% | -7.1% |
| Q1 2022 | $115,000 | -6.5% | 636 | 0.0% | 0.01% | -6.7% |
| Q4 2021 | $123,000 | +2.5% | 636 | 0.0% | 0.02% | -11.8% |
| Q3 2021 | $120,000 | +1.7% | 636 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $118,000 | +8.3% | 636 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $109,000 | +14.7% | 636 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $95,000 | +21.8% | 636 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $78,000 | +1460.0% | 636 | +1414.3% | 0.02% | +1600.0% |
| Q2 2020 | $5,000 | +25.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -33.3% | 42 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | +20.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 42 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | – | 42 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 132,348 | $18,056,000 | 4.62% |
| RiverFront Investment Group, LLC | 888,331 | $121,194,000 | 2.99% |
| RVW Wealth, LLC | 86,680 | $11,826,000 | 2.81% |
| Quantitative Advantage, LLC | 59,362 | $8,099,000 | 2.23% |
| CYPRESS ASSET MANAGEMENT INC/TX | 46,083 | $6,287,000 | 2.18% |
| BECK CAPITAL MANAGEMENT, LLC | 22,434 | $3,061,000 | 1.66% |
| Karp Capital Management Corp | 32,855 | $4,482,000 | 1.31% |
| Baltimore-Washington Financial Advisors, Inc. | 53,099 | $7,244,000 | 1.19% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,833 | $3,661,000 | 1.00% |
| Cresset Asset Management, LLC | 175,773 | $23,981,000 | 0.73% |