ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 148 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 132,348 | $18,056,000 | 4.62% |
| RiverFront Investment Group, LLC | 888,331 | $121,194,000 | 2.99% |
| RVW Wealth, LLC | 86,680 | $11,826,000 | 2.81% |
| Quantitative Advantage, LLC | 59,362 | $8,099,000 | 2.23% |
| CYPRESS ASSET MANAGEMENT INC/TX | 46,083 | $6,287,000 | 2.18% |
| BECK CAPITAL MANAGEMENT, LLC | 22,434 | $3,061,000 | 1.66% |
| Karp Capital Management Corp | 32,855 | $4,482,000 | 1.31% |
| Baltimore-Washington Financial Advisors, Inc. | 53,099 | $7,244,000 | 1.19% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,833 | $3,661,000 | 1.00% |
| Cresset Asset Management, LLC | 175,773 | $23,981,000 | 0.73% |