ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| 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% |