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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $70,750 | -3.7% | 469 | +0.6% | 0.00% | 0.0% |
| Q4 2022 | $73,464 | -68.6% | 466 | -64.1% | 0.00% | -71.4% |
| Q1 2022 | $234,000 | -2.1% | 1,297 | +4.8% | 0.01% | -6.7% |
| Q4 2021 | $239,000 | +3.5% | 1,238 | +1.1% | 0.02% | -6.2% |
| Q3 2021 | $231,000 | +3.6% | 1,224 | +1.8% | 0.02% | 0.0% |
| Q2 2021 | $223,000 | -38.1% | 1,202 | -59.3% | 0.02% | -33.3% |
| Q3 2020 | $360,000 | +12.9% | 2,955 | +10.4% | 0.02% | -41.5% |
| Q2 2020 | $319,000 | +111.3% | 2,676 | +137.4% | 0.04% | +36.7% |
| Q2 2019 | $151,000 | -3.2% | 1,127 | -18.9% | 0.03% | -25.0% |
| Q4 2018 | $156,000 | – | 1,390 | – | 0.04% | – |
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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% |