ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,516 | -2.1% | 68 | 0.0% | 0.00% | – |
| Q2 2023 | $10,743 | -59.4% | 68 | -59.3% | 0.00% | -100.0% |
| Q4 2022 | $26,457 | +278.0% | 167 | +317.5% | 0.00% | – |
| Q1 2022 | $7,000 | -12.5% | 40 | 0.0% | 0.00% | – |
| Q4 2021 | $8,000 | -78.4% | 40 | -79.6% | 0.00% | -100.0% |
| Q3 2021 | $37,000 | +27.6% | 196 | +26.5% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +7.4% | 155 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $27,000 | -90.2% | 155 | -93.1% | 0.00% | -94.1% |
| Q3 2020 | $276,000 | +12.2% | 2,262 | +9.6% | 0.02% | +6.2% |
| Q2 2020 | $246,000 | – | 2,064 | – | 0.02% | – |
Download | ||||||
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% |