ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 140 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $208,000 | +372.7% | 1,155 | +345.9% | 0.01% | +450.0% |
| Q1 2021 | $44,000 | +12.8% | 259 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $39,000 | +21.9% | 259 | 0.0% | 0.00% | -33.3% |
| Q3 2020 | $32,000 | -75.4% | 259 | -76.3% | 0.00% | -75.0% |
| Q2 2020 | $130,000 | +3.2% | 1,091 | 0.0% | 0.01% | -7.7% |
| Q1 2020 | $126,000 | -24.1% | 1,091 | 0.0% | 0.01% | -18.8% |
| Q4 2019 | $166,000 | +11.4% | 1,091 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $149,000 | +2.1% | 1,091 | 0.0% | 0.02% | -5.9% |
| Q2 2019 | $146,000 | +7.4% | 1,091 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $136,000 | +11.5% | 1,091 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $122,000 | +8.9% | 1,091 | +22.4% | 0.02% | +13.3% |
| Q3 2018 | $112,000 | -6.7% | 891 | 0.0% | 0.02% | -11.8% |
| Q2 2018 | $120,000 | +2.6% | 891 | 0.0% | 0.02% | -10.5% |
| Q1 2018 | $117,000 | +7.3% | 891 | +7.1% | 0.02% | +5.6% |
| Q4 2017 | $109,000 | +9.0% | 832 | 0.0% | 0.02% | -21.7% |
| Q3 2017 | $100,000 | – | 832 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 55,306 | $3,606,532 | 8.87% |
| Kozak & Associates, Inc. | 254,585 | $16,802,620 | 4.15% |
| SAM Advisors, LLC | 121,411 | $7,917,211 | 2.87% |
| RiverFront Investment Group, LLC | 1,448,241 | $94,439 | 2.52% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,322 | $3,085,845 | 1.90% |
| Pinnacle Family Advisors, LLC | 46,462 | $3,029,787 | 1.68% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 116,665 | $7,607,725 | 1.62% |
| ARKANSAS FINANCIAL GROUP, INC. | 139,581 | $9,102,101 | 1.62% |
| Baltimore-Washington Financial Advisors, Inc. | 373,427 | $24,351,234 | 1.41% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 14,694 | $973,032 | 0.76% |