ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 234 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,152 | -1.6% | 33 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $2,188 | +11.0% | 33 | +200.0% | 0.00% | 0.0% |
| Q4 2023 | $1,971 | +13.4% | 11 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,738 | -99.2% | 11 | -99.2% | 0.00% | -98.9% |
| Q2 2022 | $223,000 | -73.9% | 1,327 | -76.1% | 0.09% | -77.8% |
| Q1 2022 | $855,000 | +65.1% | 5,563 | +111.9% | 0.40% | +74.4% |
| Q4 2021 | $518,000 | +116.7% | 2,625 | +65.1% | 0.23% | +89.2% |
| Q4 2020 | $239,000 | -0.8% | 1,590 | -19.4% | 0.12% | +15.4% |
| Q3 2020 | $241,000 | -21.2% | 1,972 | -20.7% | 0.10% | -16.1% |
| Q2 2020 | $306,000 | -89.7% | 2,488 | -89.6% | 0.12% | -85.2% |
| Q1 2019 | $2,982,000 | +12.0% | 23,895 | +0.8% | 0.84% | -2.8% |
| Q4 2018 | $2,663,000 | – | 23,717 | – | 0.86% | – |
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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% |