ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,754 | -1.9% | 1,531 | +0.2% | 0.01% | 0.0% |
| Q2 2023 | $241,409 | +2.5% | 1,528 | -2.1% | 0.01% | -16.7% |
| Q1 2023 | $235,498 | -2.2% | 1,560 | +2.0% | 0.01% | -14.3% |
| Q4 2022 | $240,785 | +11.5% | 1,529 | 0.0% | 0.01% | -12.5% |
| Q3 2022 | $216,000 | -84.9% | 1,529 | -84.1% | 0.01% | -86.9% |
| Q2 2022 | $1,429,000 | -43.9% | 9,639 | -31.8% | 0.06% | -36.5% |
| Q1 2022 | $2,549,000 | -7.1% | 14,137 | -0.5% | 0.10% | -1.0% |
| Q4 2021 | $2,744,000 | +1.3% | 14,213 | -1.3% | 0.10% | -9.3% |
| Q3 2021 | $2,710,000 | +5.8% | 14,399 | +4.1% | 0.11% | +1.9% |
| Q2 2021 | $2,561,000 | +1008.7% | 13,827 | +923.5% | 0.10% | +854.5% |
| Q1 2021 | $231,000 | +2210.0% | 1,351 | +1701.3% | 0.01% | +450.0% |
| Q3 2018 | $10,000 | – | 75 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |