ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 217 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 4.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $31,000 | -56.3% | 181 | -61.5% | 0.01% | -61.1% |
| Q4 2020 | $71,000 | -81.8% | 470 | -85.3% | 0.02% | -85.8% |
| Q3 2020 | $390,000 | +125.4% | 3,194 | +178.2% | 0.13% | +92.4% |
| Q2 2020 | $173,000 | +80.2% | 1,148 | +53.1% | 0.07% | -7.0% |
| Q1 2018 | $96,000 | -32.4% | 750 | -30.2% | 0.07% | -33.0% |
| Q4 2017 | $142,000 | -9.0% | 1,075 | -16.4% | 0.11% | -23.7% |
| Q3 2017 | $156,000 | -2.5% | 1,286 | -7.7% | 0.14% | -16.8% |
| Q2 2017 | $160,000 | -5.3% | 1,393 | -11.3% | 0.17% | -6.2% |
| Q1 2017 | $169,000 | +15.0% | 1,571 | +13.5% | 0.18% | -11.4% |
| Q4 2016 | $147,000 | – | 1,384 | – | 0.20% | – |
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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% |