ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 139 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 4.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $47,000 | -17.5% | 314 | 0.0% | 0.04% | +169.2% |
| Q1 2022 | $57,000 | -6.6% | 314 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $61,000 | +3.4% | 314 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $59,000 | +1.7% | 314 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $58,000 | +7.4% | 314 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $54,000 | +14.9% | 314 | 0.0% | 0.01% | +44.4% |
| Q4 2020 | $47,000 | -87.0% | 314 | -89.4% | 0.01% | -88.2% |
| Q3 2020 | $362,000 | -1.6% | 2,963 | -3.9% | 0.08% | -5.0% |
| Q2 2020 | $368,000 | +717.8% | 3,083 | +602.3% | 0.08% | +566.7% |
| Q1 2020 | $45,000 | -31.8% | 439 | 0.0% | 0.01% | -14.3% |
| Q4 2019 | $66,000 | +10.0% | 439 | 0.0% | 0.01% | +27.3% |
| Q3 2019 | $60,000 | +5.3% | 439 | 0.0% | 0.01% | -15.4% |
| Q2 2019 | $57,000 | +3.6% | 439 | 0.0% | 0.01% | +30.0% |
| Q1 2019 | $55,000 | +12.2% | 439 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $49,000 | -15.5% | 439 | 0.0% | 0.01% | -8.3% |
| Q3 2018 | $58,000 | +1.8% | 439 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $57,000 | 0.0% | 439 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $57,000 | 0.0% | 439 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $57,000 | – | 439 | – | 0.01% | – |
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% |