ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 139 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 4.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $645,000 | -11.5% | 4,800 | 0.0% | 0.47% | +0.6% |
| Q4 2019 | $729,000 | +11.0% | 4,800 | 0.0% | 0.46% | -1.9% |
| Q3 2019 | $657,000 | -49.1% | 4,800 | -50.0% | 0.47% | +1.1% |
| Q2 2019 | $1,290,000 | +115.4% | 9,600 | +100.0% | 0.47% | +1.3% |
| Q1 2019 | $599,000 | -45.2% | 4,800 | -50.0% | 0.46% | -1.3% |
| Q4 2018 | $1,094,000 | -14.5% | 9,600 | 0.0% | 0.47% | +0.4% |
| Q3 2018 | $1,280,000 | +2.9% | 9,600 | 0.0% | 0.47% | -6.0% |
| Q2 2018 | $1,244,000 | +0.6% | 9,600 | 0.0% | 0.50% | -1.6% |
| Q1 2018 | $1,236,000 | +97.1% | 9,600 | +100.0% | 0.50% | -1.2% |
| Q4 2017 | $627,000 | +9.0% | 4,800 | 0.0% | 0.51% | +3.2% |
| Q3 2017 | $575,000 | +4.5% | 4,800 | 0.0% | 0.50% | -7.8% |
| Q2 2017 | $550,000 | +4.2% | 4,800 | 0.0% | 0.54% | +4.1% |
| Q1 2017 | $528,000 | +3.5% | 4,800 | 0.0% | 0.52% | -7.4% |
| Q4 2016 | $510,000 | – | 4,800 | – | 0.56% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |