ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 141 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $769,101 | +11.0% | 4,868 | +6.1% | 0.03% | -3.3% |
| Q1 2023 | $693,039 | -25.9% | 4,590 | -22.7% | 0.03% | -34.8% |
| Q4 2022 | $935,143 | +11.2% | 5,936 | -0.3% | 0.05% | -2.1% |
| Q3 2022 | $841,000 | -3.4% | 5,956 | +1.4% | 0.05% | -6.0% |
| Q2 2022 | $871,000 | -87.6% | 5,876 | -85.0% | 0.05% | -87.5% |
| Q1 2022 | $7,050,000 | -5.6% | 39,092 | +1.0% | 0.40% | -5.5% |
| Q4 2021 | $7,471,000 | +4.9% | 38,691 | +2.3% | 0.42% | -12.4% |
| Q3 2021 | $7,119,000 | +13.0% | 37,829 | +11.3% | 0.48% | +7.6% |
| Q2 2021 | $6,298,000 | +375.7% | 34,003 | +339.7% | 0.45% | +282.9% |
| Q1 2021 | $1,324,000 | +30.1% | 7,733 | +13.9% | 0.12% | +2.6% |
| Q4 2020 | $1,018,000 | +14.0% | 6,787 | -7.2% | 0.11% | -5.0% |
| Q3 2020 | $893,000 | -18.1% | 7,316 | -19.9% | 0.12% | -29.0% |
| Q2 2020 | $1,090,000 | +65.2% | 9,132 | +42.0% | 0.17% | +31.0% |
| Q1 2020 | $660,000 | -41.8% | 6,433 | -22.6% | 0.13% | -29.9% |
| Q3 2019 | $1,134,000 | -6.2% | 8,312 | -8.0% | 0.18% | -11.1% |
| Q2 2019 | $1,209,000 | -58.3% | 9,030 | -61.1% | 0.21% | -60.0% |
| Q1 2019 | $2,900,000 | – | 23,235 | – | 0.52% | – |
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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% |