ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 271 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $233,000 | -4.5% | 1,209 | -1.1% | 0.02% | -22.6% |
Q3 2021 | $244,000 | +8.9% | 1,222 | +1.0% | 0.03% | 0.0% |
Q2 2021 | $224,000 | +9.3% | 1,210 | +1.0% | 0.03% | -11.4% |
Q1 2021 | $205,000 | +2.5% | 1,198 | -9.4% | 0.04% | -32.7% |
Q4 2019 | $200,000 | +60.0% | 1,323 | +18.7% | 0.05% | -3.7% |
Q4 2018 | $125,000 | -28.2% | 1,115 | -15.8% | 0.05% | -32.5% |
Q1 2018 | $174,000 | +0.6% | 1,325 | 0.0% | 0.08% | 0.0% |
Q4 2017 | $173,000 | – | 1,325 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
Snider Financial Group | 11,249 | $1,739,609 | 0.84% |