ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 271 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.3%.
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% | – |
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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% |