ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 214 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |