ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 271 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $383,662 | -2.1% | 2,481 | 0.0% | 0.02% | -4.8% |
| Q2 2023 | $391,973 | +4.7% | 2,481 | 0.0% | 0.02% | -8.7% |
| Q1 2023 | $374,532 | -4.2% | 2,481 | 0.0% | 0.02% | -4.2% |
| Q4 2022 | $390,807 | +10.1% | 2,481 | -1.4% | 0.02% | 0.0% |
| Q3 2022 | $355,000 | +146.5% | 2,517 | +161.6% | 0.02% | +242.9% |
| Q2 2022 | $144,000 | -16.8% | 962 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $173,000 | -17.2% | 962 | -11.3% | 0.01% | -12.5% |
| Q4 2021 | $209,000 | +0.5% | 1,085 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $208,000 | +3.0% | 1,085 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $202,000 | -23.8% | 1,085 | -25.3% | 0.01% | +14.3% |
| Q1 2021 | $265,000 | +5.6% | 1,452 | 0.0% | 0.01% | -30.0% |
| Q4 2020 | $251,000 | +69.6% | 1,452 | +16.6% | 0.01% | +25.0% |
| Q3 2020 | $148,000 | +2.8% | 1,245 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $144,000 | +18.0% | 1,245 | +6.0% | 0.01% | 0.0% |
| Q1 2020 | $122,000 | -31.5% | 1,175 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $178,000 | +11.2% | 1,175 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $160,000 | +1.9% | 1,175 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $157,000 | +7.5% | 1,175 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $146,000 | +12.3% | 1,175 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $130,000 | -17.2% | 1,175 | -0.6% | 0.01% | 0.0% |
| Q3 2018 | $157,000 | +2.6% | 1,182 | 0.0% | 0.01% | -16.7% |
| Q2 2018 | $153,000 | -0.6% | 1,182 | 0.0% | 0.01% | -7.7% |
| Q1 2018 | $154,000 | 0.0% | 1,182 | 0.0% | 0.01% | -7.1% |
| Q4 2017 | $154,000 | +9.2% | 1,182 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $141,000 | +5.2% | 1,182 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $134,000 | +4.7% | 1,182 | 0.0% | 0.01% | +7.7% |
| Q1 2017 | $128,000 | +2.4% | 1,182 | 0.0% | 0.01% | -18.8% |
| Q4 2016 | $125,000 | +21.4% | 1,182 | 0.0% | 0.02% | +14.3% |
| Q3 2016 | $103,000 | -84.4% | 1,182 | -85.7% | 0.01% | -85.4% |
| Q2 2016 | $662,000 | +589.6% | 8,267 | +599.4% | 0.10% | +540.0% |
| Q1 2016 | $96,000 | – | 1,182 | – | 0.02% | – |
Download | ||||||
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% |