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 | $4 | 0.0% | 24 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $4 | -100.0% | 24 | -93.8% | 0.00% | -92.6% |
| Q3 2022 | $56,000 | -6.7% | 386 | -5.2% | 0.03% | -6.9% |
| Q2 2022 | $60,000 | -23.1% | 407 | -6.2% | 0.03% | -9.4% |
| Q1 2022 | $78,000 | -10.3% | 434 | -3.6% | 0.03% | -11.1% |
| Q4 2021 | $87,000 | -24.3% | 450 | -26.6% | 0.04% | -32.1% |
| Q3 2021 | $115,000 | -74.3% | 613 | -74.6% | 0.05% | -74.8% |
| Q2 2021 | $447,000 | +9.6% | 2,415 | +1.2% | 0.21% | +1.4% |
| Q1 2021 | $408,000 | +8.8% | 2,386 | -4.6% | 0.21% | +1.5% |
| Q4 2020 | $375,000 | +23.0% | 2,501 | +0.0% | 0.20% | +4.6% |
| Q3 2020 | $305,000 | -42.5% | 2,500 | -43.8% | 0.20% | -47.9% |
| Q2 2020 | $530,000 | – | 4,445 | – | 0.37% | – |
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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% |