ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 141 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $7,000 | -12.5% | 50 | +2.0% | 0.00% | 0.0% |
| Q1 2022 | $8,000 | -11.1% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $9,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 49 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 49 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | +14.3% | 49 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $7,000 | +40.0% | 49 | +2.1% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | 0.0% | 48 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $5,000 | -50.0% | 48 | -55.6% | 0.00% | -60.0% |
| Q1 2020 | $10,000 | -91.7% | 108 | -86.4% | 0.01% | -87.5% |
| Q4 2019 | $121,000 | +15.2% | 792 | +0.3% | 0.04% | +5.3% |
| Q3 2019 | $105,000 | -25.5% | 790 | -24.3% | 0.04% | -28.3% |
| Q2 2019 | $141,000 | – | 1,043 | – | 0.05% | – |
Download | ||||||
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% |