ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 223 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $520,376 | -1.6% | 7,980 | 0.0% | 0.04% | -7.5% |
| Q1 2024 | $529,074 | +11.0% | 7,980 | +200.0% | 0.04% | +17.6% |
| Q4 2023 | $476,699 | +15.2% | 2,660 | 0.0% | 0.03% | -17.1% |
| Q3 2023 | $413,677 | -5.7% | 2,660 | -4.2% | 0.04% | +5.1% |
| Q2 2023 | $438,738 | +4.7% | 2,777 | 0.0% | 0.04% | -4.9% |
| Q1 2023 | $419,216 | -4.2% | 2,777 | 0.0% | 0.04% | -8.9% |
| Q4 2022 | $437,433 | +11.6% | 2,777 | 0.0% | 0.04% | -8.2% |
| Q3 2022 | $392,000 | – | 2,777 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lebenthal Global Advisors, LLC | 68,622 | $11,752,000 | 7.22% |
| Marks Wealth, LLC | 109,912 | $18,825,000 | 6.19% |
| Wealthgate Family Office, LLC | 21,913 | $3,753,000 | 5.10% |
| Diversified, LLC | 33,052 | $5,661,000 | 4.36% |
| Danda Trouve Investment Management, Inc. | 18,148 | $3,108,000 | 3.83% |
| RiverFront Investment Group, LLC | 998,664 | $171,040,000 | 3.61% |
| Quantitative Advantage, LLC | 57,471 | $9,843,000 | 1.91% |
| ARKANSAS FINANCIAL GROUP, INC. | 40,199 | $6,885,000 | 1.65% |
| Capital Wealth Alliance, LLC | 11,437 | $1,959,000 | 1.31% |
| Source Financial Advisors LLC | 25,837 | $4,425,000 | 1.18% |