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 | $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% | – |
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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% |