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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,776 | +97100.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $8 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $8 | -99.9% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | +33.3% |
| Q2 2022 | $7,000 | -22.2% | 50 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $9,000 | -10.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | +11.1% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $9,000 | +12.5% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -25.0% | 50 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $8,000 | +14.3% | 50 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $7,000 | +16.7% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $6,000 | 0.0% | 50 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $6,000 | 0.0% | 50 | 0.0% | 0.01% | +25.0% |
| Q3 2018 | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -20.0% |
| Q1 2018 | $7,000 | 0.0% | 50 | 0.0% | 0.01% | -16.7% |
| Q4 2017 | $7,000 | – | 50 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |