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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $482,322 | -2.1% | 3,119 | 0.0% | 0.21% | +7.1% |
| Q2 2023 | $492,771 | -81.5% | 3,119 | -82.3% | 0.20% | -82.1% |
| Q1 2023 | $2,665,199 | -15.2% | 17,655 | -11.6% | 1.09% | -12.9% |
| Q4 2022 | $3,144,257 | +3.8% | 19,961 | -7.0% | 1.26% | +3.6% |
| Q3 2022 | $3,030,000 | -5.2% | 21,452 | -0.5% | 1.21% | +11.4% |
| Q2 2022 | $3,197,000 | -6.3% | 21,568 | +14.0% | 1.09% | -5.4% |
| Q1 2022 | $3,412,000 | +7.9% | 18,923 | +15.5% | 1.15% | +2.8% |
| Q4 2021 | $3,163,000 | – | 16,382 | – | 1.12% | – |
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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% |