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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |