ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 240 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $319,741 | -1.3% | 2,029 | -11.1% | 0.07% | -1.5% |
| Q3 2022 | $324,000 | +3.8% | 2,282 | +8.3% | 0.07% | +25.9% |
| Q2 2022 | $312,000 | -14.3% | 2,107 | +4.5% | 0.05% | +1.9% |
| Q1 2022 | $364,000 | -22.2% | 2,016 | -16.2% | 0.05% | -3.6% |
| Q4 2021 | $468,000 | +5.4% | 2,407 | +1.6% | 0.06% | -5.2% |
| Q3 2021 | $444,000 | +0.5% | 2,369 | -0.8% | 0.06% | +7.4% |
| Q2 2021 | $442,000 | +10.0% | 2,388 | +1.4% | 0.05% | -5.3% |
| Q1 2021 | $402,000 | +62.1% | 2,355 | +42.4% | 0.06% | +62.9% |
| Q4 2020 | $248,000 | +22.2% | 1,654 | -0.4% | 0.04% | +600.0% |
| Q3 2020 | $203,000 | -18.5% | 1,660 | -21.1% | 0.01% | -89.1% |
| Q2 2020 | $249,000 | -1.2% | 2,103 | +27.5% | 0.05% | -4.2% |
| Q4 2019 | $252,000 | – | 1,650 | – | 0.05% | – |
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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% |