ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.25 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 ↓ |
|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 132,348 | $18,056,000 | 4.62% |
| RiverFront Investment Group, LLC | 888,331 | $121,194,000 | 2.99% |
| RVW Wealth, LLC | 86,680 | $11,826,000 | 2.81% |
| Quantitative Advantage, LLC | 59,362 | $8,099,000 | 2.23% |
| CYPRESS ASSET MANAGEMENT INC/TX | 46,083 | $6,287,000 | 2.18% |
| BECK CAPITAL MANAGEMENT, LLC | 22,434 | $3,061,000 | 1.66% |
| Karp Capital Management Corp | 32,855 | $4,482,000 | 1.31% |
| Baltimore-Washington Financial Advisors, Inc. | 53,099 | $7,244,000 | 1.19% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,833 | $3,661,000 | 1.00% |
| Cresset Asset Management, LLC | 175,773 | $23,981,000 | 0.73% |