ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $463 | -52.8% | 3,068 | -50.7% | 0.00% | -60.0% |
| Q4 2022 | $981 | -99.9% | 6,228 | -14.9% | 0.01% | 0.0% |
| Q3 2022 | $1,033,000 | -13.6% | 7,319 | -9.2% | 0.01% | -16.7% |
| Q2 2022 | $1,195,000 | -33.7% | 8,064 | -19.3% | 0.01% | -33.3% |
| Q1 2022 | $1,802,000 | -7.8% | 9,997 | -1.3% | 0.01% | 0.0% |
| Q4 2021 | $1,954,000 | +50.3% | 10,124 | +46.5% | 0.01% | +28.6% |
| Q3 2021 | $1,300,000 | +8.2% | 6,912 | +6.5% | 0.01% | 0.0% |
| Q2 2021 | $1,202,000 | +159.1% | 6,491 | +139.4% | 0.01% | +133.3% |
| Q1 2021 | $464,000 | +1756.0% | 2,711 | +1494.7% | 0.00% | – |
| Q4 2020 | $25,000 | -16.7% | 170 | -32.5% | 0.00% | – |
| Q3 2020 | $30,000 | -16.7% | 252 | -16.0% | 0.00% | – |
| Q2 2020 | $36,000 | +111.8% | 300 | +76.5% | 0.00% | – |
| Q1 2020 | $17,000 | -34.6% | 170 | 0.0% | 0.00% | – |
| Q4 2019 | $26,000 | -56.7% | 170 | -63.4% | 0.00% | -100.0% |
| Q2 2018 | $60,000 | – | 465 | – | 0.00% | – |
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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% |