ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |