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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $418,713 | -10.6% | 6,421 | -9.1% | 0.04% | -10.6% |
| Q1 2024 | $468,410 | +7.0% | 7,065 | +189.2% | 0.05% | 0.0% |
| Q4 2023 | $437,810 | +12.3% | 2,443 | -3.1% | 0.05% | 0.0% |
| Q3 2023 | $389,693 | -6.4% | 2,520 | -4.3% | 0.05% | -4.1% |
| Q2 2023 | $416,146 | +18.0% | 2,634 | +12.8% | 0.05% | +11.4% |
| Q1 2023 | $352,643 | -47.8% | 2,336 | -45.6% | 0.04% | -51.1% |
| Q4 2022 | $675,918 | +9.0% | 4,291 | -2.3% | 0.09% | -4.3% |
| Q3 2022 | $620,000 | -5.2% | 4,392 | -0.4% | 0.09% | -4.1% |
| Q2 2022 | $654,000 | -44.9% | 4,411 | -33.0% | 0.10% | -40.2% |
| Q1 2022 | $1,187,000 | -24.2% | 6,584 | -18.8% | 0.16% | -24.8% |
| Q4 2021 | $1,565,000 | +4.7% | 8,108 | +2.1% | 0.22% | -7.2% |
| Q3 2021 | $1,495,000 | +6.0% | 7,945 | +4.3% | 0.24% | +2.6% |
| Q2 2021 | $1,411,000 | +40.8% | 7,616 | +30.1% | 0.23% | +38.8% |
| Q1 2021 | $1,002,000 | – | 5,853 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 55,306 | $3,606,532 | 8.87% |
| Kozak & Associates, Inc. | 254,585 | $16,802,620 | 4.15% |
| SAM Advisors, LLC | 121,411 | $7,917,211 | 2.87% |
| RiverFront Investment Group, LLC | 1,448,241 | $94,439 | 2.52% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,322 | $3,085,845 | 1.90% |
| Pinnacle Family Advisors, LLC | 46,462 | $3,029,787 | 1.68% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 116,665 | $7,607,725 | 1.62% |
| ARKANSAS FINANCIAL GROUP, INC. | 139,581 | $9,102,101 | 1.62% |
| Baltimore-Washington Financial Advisors, Inc. | 373,427 | $24,351,234 | 1.41% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 14,694 | $973,032 | 0.76% |