ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 219 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.
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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |