ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 139 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 4.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $17,866,000 | +192.1% | 99,074 | +212.8% | 5.71% | +206.9% |
| Q4 2021 | $6,116,000 | +126.2% | 31,678 | +120.4% | 1.86% | +104.5% |
| Q3 2021 | $2,704,000 | -1.5% | 14,372 | -3.0% | 0.91% | -5.4% |
| Q2 2021 | $2,745,000 | +6435.7% | 14,822 | +4605.4% | 0.96% | +3335.7% |
| Q3 2018 | $42,000 | -39.1% | 315 | -40.6% | 0.03% | -42.9% |
| Q2 2018 | $69,000 | 0.0% | 530 | 0.0% | 0.05% | -9.3% |
| Q1 2018 | $69,000 | 0.0% | 530 | 0.0% | 0.05% | 0.0% |
| Q4 2017 | $69,000 | +9.5% | 530 | 0.0% | 0.05% | +3.8% |
| Q3 2017 | $63,000 | +5.0% | 530 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $60,000 | +5.3% | 530 | 0.0% | 0.05% | +2.0% |
| Q1 2017 | $57,000 | +1.8% | 530 | 0.0% | 0.05% | -1.9% |
| Q4 2016 | $56,000 | +21.7% | 530 | 0.0% | 0.05% | +20.9% |
| Q3 2016 | $46,000 | +9.5% | 530 | 0.0% | 0.04% | +7.5% |
| Q2 2016 | $42,000 | -2.3% | 530 | 0.0% | 0.04% | -4.8% |
| Q1 2016 | $43,000 | +10.3% | 530 | +24.1% | 0.04% | +16.7% |
| Q4 2015 | $39,000 | – | 427 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |