ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 213 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Annex Advisory Services, LLC | 610,214 | $114,834,000 | 9.39% |
| Kozak & Associates, Inc. | 77,484 | $15,597,000 | 9.22% |
| Wealthgate Family Office, LLC | 21,919 | $4,125,000 | 6.34% |
| RiverFront Investment Group, LLC | 573,443 | $107,910,000 | 3.60% |
| Diversified, LLC | 27,250 | $5,128,000 | 2.73% |
| SPC Financial, Inc. | 103,208 | $19,422,000 | 2.41% |
| WestEnd Advisors, LLC | 379,382 | $71,392,104,000 | 2.15% |
| Quantitative Advantage, LLC | 61,385 | $11,551,000 | 1.96% |
| ARKANSAS FINANCIAL GROUP, INC. | 41,647 | $7,837,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 37,628 | $7,081,000 | 1.67% |