ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 240 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $225,277 | -3.0% | 1,457 | -0.9% | 0.06% | -3.3% |
| Q2 2023 | $232,211 | +2.7% | 1,470 | -1.8% | 0.06% | -1.6% |
| Q1 2023 | $226,043 | -5.4% | 1,497 | -1.3% | 0.06% | -3.2% |
| Q4 2022 | $239,004 | +9.1% | 1,517 | -2.2% | 0.06% | +1.6% |
| Q3 2022 | $219,125 | -4.7% | 1,551 | +0.1% | 0.06% | -3.1% |
| Q2 2022 | $229,821 | -17.8% | 1,550 | +0.1% | 0.06% | -7.2% |
| Q1 2022 | $279,474 | +1.6% | 1,549 | +8.8% | 0.07% | -1.4% |
| Q4 2021 | $274,989 | +2.6% | 1,424 | 0.0% | 0.07% | -9.1% |
| Q3 2021 | $267,997 | +0.5% | 1,424 | -1.0% | 0.08% | 0.0% |
| Q2 2021 | $266,559 | +8.2% | 1,439 | 0.0% | 0.08% | -3.8% |
| Q1 2021 | $246,458 | +17.0% | 1,439 | +2.5% | 0.08% | +8.1% |
| Q4 2020 | $210,670 | -59.4% | 1,404 | -67.0% | 0.07% | -64.8% |
| Q3 2020 | $518,899 | +13.5% | 4,252 | +11.1% | 0.21% | -0.5% |
| Q2 2020 | $457,000 | +100.4% | 3,828 | +154.5% | 0.21% | +113.1% |
| Q4 2019 | $228,000 | +11.2% | 1,504 | 0.0% | 0.10% | +3.1% |
| Q3 2019 | $205,000 | 0.0% | 1,504 | -1.9% | 0.10% | +9.1% |
| Q2 2019 | $205,000 | – | 1,533 | – | 0.09% | – |
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% |