ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 217 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 4.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370,981 | +1.3% | 2,399 | +3.5% | 0.05% | -3.7% |
| Q2 2023 | $366,221 | +4.7% | 2,318 | 0.0% | 0.05% | +3.8% |
| Q1 2023 | $349,925 | +14.6% | 2,318 | +19.5% | 0.05% | +10.6% |
| Q4 2022 | $305,431 | +16.1% | 1,939 | +4.1% | 0.05% | +17.5% |
| Q3 2022 | $263,000 | +7.3% | 1,863 | +12.4% | 0.04% | +11.1% |
| Q2 2022 | $245,000 | -13.1% | 1,658 | 0.0% | 0.04% | -10.0% |
| Q1 2022 | $282,000 | -11.9% | 1,658 | 0.0% | 0.04% | -13.0% |
| Q4 2021 | $320,000 | +2.6% | 1,658 | 0.0% | 0.05% | +2.2% |
| Q3 2021 | $312,000 | +1.6% | 1,658 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $307,000 | +7.7% | 1,658 | -0.3% | 0.05% | 0.0% |
| Q1 2021 | $285,000 | +14.5% | 1,663 | 0.0% | 0.05% | +9.5% |
| Q4 2020 | $249,000 | -56.8% | 1,663 | -64.9% | 0.04% | -57.6% |
| Q3 2020 | $577,000 | -8.0% | 4,734 | -9.8% | 0.10% | -13.9% |
| Q2 2020 | $627,000 | +604.5% | 5,251 | +505.7% | 0.12% | +505.3% |
| Q1 2020 | $89,000 | -98.5% | 867 | -98.7% | 0.02% | -99.3% |
| Q4 2015 | $6,102,000 | – | 67,815 | – | 2.68% | – |
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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% |