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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $625,276 | -4.2% | 4,142 | 0.0% | 0.28% | -11.3% |
| Q4 2022 | $652,448 | +17.6% | 4,142 | +5.3% | 0.31% | +8.4% |
| Q3 2022 | $555,000 | -5.6% | 3,932 | -0.8% | 0.29% | -1.7% |
| Q2 2022 | $588,000 | -36.1% | 3,964 | -22.3% | 0.29% | -24.9% |
| Q1 2022 | $920,000 | -16.4% | 5,102 | -10.5% | 0.39% | -15.6% |
| Q4 2021 | $1,101,000 | -7.4% | 5,702 | -9.7% | 0.46% | -16.2% |
| Q3 2021 | $1,189,000 | +23.2% | 6,316 | +21.5% | 0.55% | +22.5% |
| Q2 2021 | $965,000 | +4.4% | 5,197 | -3.6% | 0.45% | -5.3% |
| Q1 2021 | $924,000 | – | 5,393 | – | 0.47% | – |
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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% |