ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 155 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,508 | -2.1% | 1,297 | 0.0% | 0.08% | +8.0% |
| Q2 2023 | $204,851 | +0.3% | 1,297 | 0.0% | 0.08% | -9.6% |
| Q4 2022 | $204,242 | -37.2% | 1,297 | -27.9% | 0.08% | -27.2% |
| Q1 2022 | $325,000 | +30.0% | 1,800 | +38.8% | 0.11% | +32.6% |
| Q4 2021 | $250,000 | -34.9% | 1,297 | -36.5% | 0.09% | -40.3% |
| Q3 2021 | $384,000 | +1.6% | 2,042 | +0.1% | 0.14% | -2.7% |
| Q2 2021 | $378,000 | +70.3% | 2,039 | +57.2% | 0.15% | +55.8% |
| Q1 2021 | $222,000 | +57.4% | 1,297 | +3.3% | 0.10% | -22.8% |
| Q4 2018 | $141,000 | – | 1,255 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |