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 ↓ |
|---|---|---|---|
| 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% |