ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |