ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 228 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
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% | – |
Download | ||||||
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% |