ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 214 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $779,000 | -32.4% | 5,512 | -29.1% | 0.02% | -31.2% |
| Q2 2022 | $1,153,000 | -33.6% | 7,778 | -19.3% | 0.03% | -22.0% |
| Q1 2022 | $1,737,000 | +54.8% | 9,637 | +65.8% | 0.04% | +41.4% |
| Q4 2021 | $1,122,000 | +23.3% | 5,812 | +20.2% | 0.03% | +7.4% |
| Q3 2021 | $910,000 | +13.2% | 4,836 | +11.5% | 0.03% | -3.6% |
| Q2 2021 | $804,000 | +30.9% | 4,338 | +20.9% | 0.03% | -9.7% |
| Q1 2021 | $614,000 | +8.7% | 3,587 | -4.8% | 0.03% | -26.2% |
| Q4 2020 | $565,000 | -93.8% | 3,768 | -94.9% | 0.04% | -94.9% |
| Q3 2020 | $9,084,000 | +81.3% | 74,448 | +77.4% | 0.82% | +8.6% |
| Q2 2020 | $5,011,000 | +1610.2% | 41,967 | +1557.5% | 0.76% | +798.8% |
| Q1 2020 | $293,000 | – | 2,532 | – | 0.08% | – |
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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% |