ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $335,967 | -0.6% | 2,172 | +1.5% | 0.02% | -8.3% |
Q2 2023 | $338,031 | +20.9% | 2,139 | +15.5% | 0.02% | +9.1% |
Q1 2023 | $279,701 | -16.2% | 1,852 | -12.6% | 0.02% | -21.4% |
Q4 2022 | $333,950 | -11.2% | 2,120 | -20.5% | 0.03% | -30.0% |
Q3 2022 | $376,000 | -62.7% | 2,665 | -52.4% | 0.04% | -51.2% |
Q1 2022 | $1,009,000 | -16.4% | 5,596 | -10.5% | 0.08% | -5.7% |
Q4 2021 | $1,207,000 | -5.7% | 6,250 | -8.1% | 0.09% | -20.2% |
Q3 2021 | $1,280,000 | +28.0% | 6,800 | +26.0% | 0.11% | +23.9% |
Q2 2021 | $1,000,000 | +27.6% | 5,397 | +17.9% | 0.09% | +6.0% |
Q1 2021 | $784,000 | -14.4% | 4,579 | -25.0% | 0.08% | -34.1% |
Q4 2020 | $916,000 | +33.7% | 6,103 | +8.7% | 0.13% | -24.6% |
Q3 2020 | $685,000 | +19.1% | 5,616 | +16.7% | 0.17% | -5.1% |
Q2 2020 | $575,000 | +1269.0% | 4,814 | +1074.1% | 0.18% | +486.7% |
Q1 2020 | $42,000 | – | 410 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
Snider Financial Group | 11,249 | $1,739,609 | 0.84% |