ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 209 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $793,568 | -0.4% | 12,169 | +1.2% | 0.39% | -2.0% |
Q1 2024 | $797,097 | +3.9% | 12,023 | +180.8% | 0.39% | -5.1% |
Q4 2023 | $767,118 | +16.8% | 4,281 | +0.8% | 0.42% | +4.0% |
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 ↓ |
---|---|---|---|
Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
Snider Financial Group | 11,249 | $1,777,294 | 0.85% |