ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 271 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $320,172 | 0.0% | 2,027 | 0.0% | 0.07% | +5.7% |
| Q2 2023 | $320,172 | +1.8% | 2,027 | -2.6% | 0.07% | -7.9% |
| Q1 2023 | $314,369 | -5.8% | 2,082 | -1.7% | 0.08% | -6.2% |
| Q4 2022 | $333,720 | +11.6% | 2,119 | 0.0% | 0.08% | +3.8% |
| Q3 2022 | $299,000 | -4.5% | 2,119 | +1.6% | 0.08% | +1.3% |
| Q2 2022 | $313,000 | -12.8% | 2,085 | +4.7% | 0.08% | +6.9% |
| Q1 2022 | $359,000 | -9.8% | 1,992 | -3.3% | 0.07% | -18.2% |
| Q4 2021 | $398,000 | +3.6% | 2,060 | +0.8% | 0.09% | -2.2% |
| Q3 2021 | $384,000 | +1.6% | 2,043 | +0.1% | 0.09% | 0.0% |
| Q2 2021 | $378,000 | +8.3% | 2,040 | +0.0% | 0.09% | -2.2% |
| Q1 2021 | $349,000 | +14.1% | 2,039 | +0.1% | 0.09% | +5.7% |
| Q4 2020 | $306,000 | +23.4% | 2,037 | +0.2% | 0.09% | +4.8% |
| Q3 2020 | $248,000 | -2.4% | 2,033 | -4.5% | 0.08% | -1.2% |
| Q2 2020 | $254,000 | +25.1% | 2,128 | +7.7% | 0.08% | -3.4% |
| Q1 2020 | $203,000 | -30.5% | 1,976 | +0.4% | 0.09% | +8.8% |
| Q4 2019 | $292,000 | +5.4% | 1,969 | -3.1% | 0.08% | +6.7% |
| Q3 2019 | $277,000 | +6.9% | 2,031 | +4.7% | 0.08% | +4.2% |
| Q2 2019 | $259,000 | +6.1% | 1,940 | -0.8% | 0.07% | -35.1% |
| Q1 2019 | $244,000 | – | 1,956 | – | 0.11% | – |
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% |