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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $435 | -99.9% | 2,752 | 0.0% | 0.16% | -60.0% |
Q3 2022 | $389,000 | -4.7% | 2,752 | 0.0% | 0.41% | +115.8% |
Q2 2022 | $408,000 | -17.7% | 2,752 | 0.0% | 0.19% | +9.2% |
Q1 2022 | $496,000 | -6.6% | 2,752 | 0.0% | 0.17% | +11.5% |
Q4 2021 | $531,000 | +12.7% | 2,752 | 0.0% | 0.16% | -13.8% |
Q1 2021 | $471,000 | +14.0% | 2,752 | 0.0% | 0.18% | +4.0% |
Q4 2020 | $413,000 | +22.9% | 2,752 | 0.0% | 0.17% | +7.4% |
Q3 2020 | $336,000 | +2.1% | 2,752 | 0.0% | 0.16% | -10.5% |
Q2 2020 | $329,000 | +16.3% | 2,752 | 0.0% | 0.18% | -11.3% |
Q1 2020 | $283,000 | -32.3% | 2,752 | 0.0% | 0.20% | -1.9% |
Q4 2019 | $418,000 | +11.5% | 2,752 | 0.0% | 0.21% | +6.1% |
Q3 2019 | $375,000 | +1.9% | 2,752 | 0.0% | 0.20% | -8.8% |
Q2 2019 | $368,000 | +7.3% | 2,752 | 0.0% | 0.22% | +14.4% |
Q1 2019 | $343,000 | +11.0% | 2,752 | 0.0% | 0.19% | -14.5% |
Q4 2018 | $309,000 | – | 2,752 | – | 0.22% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Annex Advisory Services, LLC | 610,214 | $114,834,000 | 9.39% |
Kozak & Associates, Inc. | 77,484 | $15,597,000 | 9.22% |
Wealthgate Family Office, LLC | 21,919 | $4,125,000 | 6.34% |
RiverFront Investment Group, LLC | 573,443 | $107,910,000 | 3.60% |
Diversified, LLC | 27,250 | $5,128,000 | 2.73% |
SPC Financial, Inc. | 103,208 | $19,422,000 | 2.41% |
WestEnd Advisors, LLC | 379,382 | $71,392,104,000 | 2.15% |
Quantitative Advantage, LLC | 61,385 | $11,551,000 | 1.96% |
ARKANSAS FINANCIAL GROUP, INC. | 41,647 | $7,837,000 | 1.72% |
Kesler, Norman & Wride, LLC | 37,628 | $7,081,000 | 1.67% |