ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 214 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |