ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $211,770 | +3.8% | 1,369 | +6.0% | 0.00% | 0.0% |
| Q2 2023 | $203,926 | -13.6% | 1,291 | -13.9% | 0.00% | 0.0% |
| Q4 2022 | $236,055 | -6.3% | 1,499 | -16.1% | 0.00% | -60.0% |
| Q3 2022 | $252,000 | -22.9% | 1,787 | -19.1% | 0.01% | 0.0% |
| Q2 2022 | $327,000 | -57.9% | 2,208 | -48.8% | 0.01% | -54.5% |
| Q1 2022 | $777,000 | +24.7% | 4,309 | +33.7% | 0.01% | +22.2% |
| Q4 2021 | $623,000 | +13.5% | 3,224 | +10.5% | 0.01% | 0.0% |
| Q3 2021 | $549,000 | -2.1% | 2,918 | -3.7% | 0.01% | 0.0% |
| Q2 2021 | $561,000 | +41.7% | 3,029 | +31.0% | 0.01% | +12.5% |
| Q1 2021 | $396,000 | +9.1% | 2,313 | -4.4% | 0.01% | +14.3% |
| Q4 2020 | $363,000 | – | 2,420 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |