ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 141 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $212,000 | -6.6% | 1,173 | 0.0% | 0.03% | -3.2% |
| Q4 2021 | $227,000 | -1.3% | 1,173 | -4.1% | 0.03% | -8.8% |
| Q3 2021 | $230,000 | +1.3% | 1,223 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $227,000 | +8.6% | 1,223 | 0.0% | 0.03% | -2.9% |
| Q1 2021 | $209,000 | -35.9% | 1,223 | -43.7% | 0.04% | -39.7% |
| Q4 2020 | $326,000 | +36.4% | 2,173 | +8.6% | 0.06% | +5.5% |
| Q2 2020 | $239,000 | +16.6% | 2,000 | 0.0% | 0.06% | +1.9% |
| Q1 2020 | $205,000 | -32.6% | 2,000 | 0.0% | 0.05% | -16.9% |
| Q4 2019 | $304,000 | +11.4% | 2,000 | 0.0% | 0.06% | +3.2% |
| Q3 2019 | $273,000 | +1.9% | 2,000 | 0.0% | 0.06% | -4.5% |
| Q2 2019 | $268,000 | +7.2% | 2,000 | 0.0% | 0.07% | -8.3% |
| Q1 2019 | $250,000 | – | 2,000 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |