ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 197 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.55 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $287,785 | +369.5% | 1,861 | +358.4% | 0.00% | – |
| Q1 2023 | $61,290 | -58.9% | 406 | -57.1% | 0.00% | -100.0% |
| Q4 2022 | $149,171 | +133.1% | 947 | +109.5% | 0.00% | – |
| Q3 2022 | $64,000 | -31.2% | 452 | -27.8% | 0.00% | -100.0% |
| Q2 2022 | $93,000 | -76.9% | 626 | -72.0% | 0.00% | -66.7% |
| Q1 2022 | $403,000 | +795.6% | 2,234 | +867.1% | 0.00% | – |
| Q4 2021 | $45,000 | -50.5% | 231 | -52.1% | 0.00% | -100.0% |
| Q3 2021 | $91,000 | – | 482 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |