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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,259,000 | +132.3% | 8,299 | +108.9% | 0.01% | +125.0% |
| Q3 2019 | $542,000 | -33.1% | 3,973 | -34.3% | 0.00% | -33.3% |
| Q2 2019 | $810,000 | -22.5% | 6,047 | -27.8% | 0.01% | -33.3% |
| Q1 2019 | $1,045,000 | -18.6% | 8,381 | -26.6% | 0.01% | -30.8% |
| Q4 2018 | $1,284,000 | +45.1% | 11,417 | +71.8% | 0.01% | +44.4% |
| Q3 2018 | $885,000 | +8.2% | 6,645 | +5.3% | 0.01% | -18.2% |
| Q2 2018 | $818,000 | -10.7% | 6,313 | -9.6% | 0.01% | -15.4% |
| Q1 2018 | $916,000 | -25.9% | 6,987 | -26.3% | 0.01% | -23.5% |
| Q4 2017 | $1,237,000 | +242.7% | 9,486 | +215.1% | 0.02% | +183.3% |
| Q3 2017 | $361,000 | -77.9% | 3,010 | -79.1% | 0.01% | -79.3% |
| Q2 2017 | $1,633,000 | +12.7% | 14,416 | +8.6% | 0.03% | 0.0% |
| Q1 2017 | $1,449,000 | +57.0% | 13,279 | +52.8% | 0.03% | +38.1% |
| Q4 2016 | $923,000 | +28.6% | 8,693 | +6.4% | 0.02% | +23.5% |
| Q3 2016 | $718,000 | -28.0% | 8,172 | -34.0% | 0.02% | -34.6% |
| Q2 2016 | $997,000 | – | 12,386 | – | 0.03% | – |
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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% |