ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $160,320 | +5.8% | 1,062 | +10.4% | 0.06% | 0.0% |
| Q4 2022 | $151,534 | +24.2% | 962 | +11.6% | 0.06% | +14.0% |
| Q3 2022 | $122,000 | +2.5% | 862 | +30.2% | 0.05% | +19.0% |
| Q1 2022 | $119,000 | -24.2% | 662 | -18.5% | 0.04% | -20.8% |
| Q4 2021 | $157,000 | +2.6% | 812 | 0.0% | 0.05% | -5.4% |
| Q3 2021 | $153,000 | +2.0% | 812 | 0.0% | 0.06% | +1.8% |
| Q2 2021 | $150,000 | +7.9% | 812 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $139,000 | +13.9% | 812 | 0.0% | 0.06% | +3.8% |
| Q4 2020 | $122,000 | -0.8% | 812 | 0.0% | 0.05% | -8.6% |
| Q4 2019 | $123,000 | +10.8% | 812 | 0.0% | 0.06% | +3.6% |
| Q3 2019 | $111,000 | +1.8% | 812 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $109,000 | +7.9% | 812 | 0.0% | 0.06% | +1.8% |
| Q1 2019 | $101,000 | -6.5% | 812 | 0.0% | 0.06% | -11.3% |
| Q3 2018 | $108,000 | +2.9% | 812 | 0.0% | 0.06% | -4.6% |
| Q2 2018 | $105,000 | -0.9% | 812 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $106,000 | 0.0% | 812 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $106,000 | – | 812 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |