ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $309,000 | -0.3% | 1,598 | -3.2% | 0.09% | -5.5% |
| Q3 2021 | $310,000 | +1.3% | 1,650 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $306,000 | -20.9% | 1,650 | -27.1% | 0.09% | -25.6% |
| Q1 2021 | $387,000 | -7.6% | 2,262 | -19.0% | 0.12% | -12.9% |
| Q4 2020 | $419,000 | -12.3% | 2,791 | -26.3% | 0.14% | -20.6% |
| Q3 2020 | $478,000 | -61.1% | 3,788 | -62.7% | 0.18% | -64.1% |
| Q2 2020 | $1,230,000 | – | 10,163 | – | 0.49% | – |
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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% |