ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $61,000 | -3.2% | 429 | +0.2% | 0.02% | 0.0% |
| Q2 2022 | $63,000 | -54.0% | 428 | -41.1% | 0.02% | -57.8% |
| Q3 2021 | $137,000 | +1.5% | 727 | +0.1% | 0.04% | +21.6% |
| Q2 2021 | $135,000 | +84.9% | 726 | +70.4% | 0.04% | +76.2% |
| Q1 2021 | $73,000 | +329.4% | 426 | +277.0% | 0.02% | +320.0% |
| Q4 2020 | $17,000 | +21.4% | 113 | +0.9% | 0.01% | +25.0% |
| Q3 2020 | $14,000 | +7.7% | 112 | +0.9% | 0.00% | -20.0% |
| Q2 2020 | $13,000 | +18.2% | 111 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $11,000 | – | 111 | – | 0.01% | – |
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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% |