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 | $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 ↓ |
|---|---|---|---|
| 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% |