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 | $656,724 | -3.0% | 4,247 | -0.9% | 0.40% | +0.8% |
| Q2 2023 | $677,113 | +5.0% | 4,286 | +0.3% | 0.40% | -4.3% |
| Q1 2023 | $644,856 | -3.7% | 4,272 | +0.5% | 0.41% | -16.5% |
| Q4 2022 | $669,821 | +12.6% | 4,252 | +0.9% | 0.50% | +13.2% |
| Q3 2022 | $595,000 | -4.6% | 4,212 | 0.0% | 0.44% | 0.0% |
| Q2 2022 | $624,000 | -17.6% | 4,212 | +0.4% | 0.44% | -1.4% |
| Q1 2022 | $757,000 | -4.7% | 4,195 | +2.0% | 0.44% | +1.4% |
| Q4 2021 | $794,000 | +5.9% | 4,112 | +3.2% | 0.44% | -2.4% |
| Q3 2021 | $750,000 | -1.1% | 3,986 | -2.6% | 0.45% | -2.0% |
| Q2 2021 | $758,000 | +8.6% | 4,092 | +0.4% | 0.46% | -1.5% |
| Q1 2021 | $698,000 | +14.1% | 4,077 | +0.0% | 0.46% | +5.7% |
| Q4 2020 | $612,000 | +24.1% | 4,076 | +0.9% | 0.44% | +8.4% |
| Q3 2020 | $493,000 | +2.5% | 4,041 | +0.4% | 0.41% | -10.0% |
| Q2 2020 | $481,000 | +14.5% | 4,026 | -1.7% | 0.45% | -7.4% |
| Q1 2020 | $420,000 | -31.1% | 4,094 | +1.9% | 0.49% | -14.9% |
| Q4 2019 | $610,000 | – | 4,019 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |