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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $217,000 | -10.0% | 1,201 | -3.6% | 0.11% | -10.2% |
| Q4 2021 | $241,000 | 0.0% | 1,246 | -2.7% | 0.12% | -4.1% |
| Q3 2021 | $241,000 | -0.4% | 1,280 | -2.1% | 0.12% | -1.6% |
| Q2 2021 | $242,000 | -58.6% | 1,308 | -61.7% | 0.12% | -62.7% |
| Q1 2021 | $585,000 | -5.6% | 3,417 | -14.5% | 0.34% | -16.9% |
| Q4 2020 | $620,000 | -39.5% | 3,996 | -46.8% | 0.40% | -43.8% |
| Q3 2020 | $1,024,000 | +41.8% | 7,509 | +27.3% | 0.72% | +19.9% |
| Q2 2020 | $722,000 | – | 5,899 | – | 0.60% | – |
Download | ||||||
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% |