ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 146 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $389,000 | +11.5% | 2,561 | +0.1% | 0.10% | -1.9% |
| Q3 2019 | $349,000 | +2.0% | 2,559 | +0.1% | 0.11% | -3.6% |
| Q2 2019 | $342,000 | +6.2% | 2,557 | -0.9% | 0.11% | -3.5% |
| Q1 2019 | $322,000 | +11.4% | 2,580 | +0.1% | 0.12% | -12.2% |
| Q4 2018 | $289,000 | -16.0% | 2,577 | +0.2% | 0.13% | -7.1% |
| Q3 2018 | $344,000 | +52.2% | 2,572 | +48.5% | 0.14% | +11.9% |
| Q2 2018 | $226,000 | – | 1,732 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Annex Advisory Services, LLC | 610,214 | $114,834,000 | 9.39% |
| Kozak & Associates, Inc. | 77,484 | $15,597,000 | 9.22% |
| Wealthgate Family Office, LLC | 21,919 | $4,125,000 | 6.34% |
| RiverFront Investment Group, LLC | 573,443 | $107,910,000 | 3.60% |
| Diversified, LLC | 27,250 | $5,128,000 | 2.73% |
| SPC Financial, Inc. | 103,208 | $19,422,000 | 2.41% |
| WestEnd Advisors, LLC | 379,382 | $71,392,104,000 | 2.15% |
| Quantitative Advantage, LLC | 61,385 | $11,551,000 | 1.96% |
| ARKANSAS FINANCIAL GROUP, INC. | 41,647 | $7,837,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 37,628 | $7,081,000 | 1.67% |