ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 209 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.25 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $551,870 | -3.2% | 3,597 | +0.1% | 0.18% | -5.1% |
| Q2 2023 | $570,357 | +7.1% | 3,595 | +0.1% | 0.20% | +2.6% |
| Q1 2023 | $532,777 | -13.1% | 3,593 | +0.1% | 0.19% | -30.7% |
| Q4 2022 | $613,246 | +21.4% | 3,590 | +0.1% | 0.27% | +7.9% |
| Q3 2022 | $505,000 | -7.5% | 3,587 | +0.1% | 0.25% | -9.0% |
| Q2 2022 | $546,000 | -13.5% | 3,584 | +0.1% | 0.28% | -3.8% |
| Q1 2022 | $631,000 | -5.4% | 3,582 | +0.1% | 0.29% | +6.6% |
| Q4 2021 | $667,000 | -3.5% | 3,580 | +4.4% | 0.27% | +14.8% |
| Q3 2021 | $691,000 | +6.6% | 3,428 | +2.0% | 0.24% | -0.4% |
| Q2 2021 | $648,000 | +20.7% | 3,361 | +9.8% | 0.24% | +10.2% |
| Q1 2021 | $537,000 | +19.6% | 3,060 | +3.9% | 0.22% | +15.5% |
| Q4 2020 | $449,000 | -2.4% | 2,944 | -22.4% | 0.19% | -30.7% |
| Q2 2020 | $460,000 | +6.2% | 3,794 | -4.7% | 0.27% | -27.8% |
| Q1 2020 | $433,000 | -29.7% | 3,982 | +0.1% | 0.37% | -32.6% |
| Q4 2019 | $616,000 | +6.2% | 3,979 | +0.1% | 0.56% | -7.8% |
| Q3 2019 | $580,000 | – | 3,977 | – | 0.60% | – |
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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% |