ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $235,517 | -40.6% | 1,523 | -39.3% | 0.18% | -40.6% |
| Q2 2023 | $396,393 | -2.3% | 2,508 | -6.7% | 0.30% | -8.9% |
| Q1 2023 | $405,754 | -49.0% | 2,688 | -46.8% | 0.33% | -51.0% |
| Q4 2022 | $796,045 | +44.2% | 5,054 | +29.6% | 0.67% | +46.0% |
| Q3 2022 | $552,000 | -37.8% | 3,901 | -34.8% | 0.46% | -26.3% |
| Q2 2022 | $887,000 | -41.9% | 5,979 | -29.3% | 0.62% | -31.7% |
| Q1 2022 | $1,527,000 | -20.1% | 8,454 | -14.6% | 0.91% | -18.5% |
| Q4 2021 | $1,912,000 | -16.0% | 9,905 | -14.0% | 1.11% | -19.5% |
| Q3 2021 | $2,277,000 | +11.3% | 11,522 | +0.6% | 1.38% | +5.9% |
| Q2 2021 | $2,045,000 | +4.4% | 11,451 | +0.1% | 1.31% | -0.2% |
| Q1 2021 | $1,959,000 | +61.8% | 11,437 | +43.1% | 1.31% | +47.9% |
| Q4 2020 | $1,211,000 | +51.4% | 7,991 | +21.8% | 0.89% | +23.2% |
| Q3 2020 | $800,000 | -2.2% | 6,561 | -4.5% | 0.72% | -15.4% |
| Q2 2020 | $818,000 | -22.8% | 6,869 | -33.3% | 0.85% | -23.3% |
| Q1 2020 | $1,059,000 | -11.5% | 10,296 | +28.7% | 1.11% | +11.4% |
| Q4 2019 | $1,196,000 | – | 7,998 | – | 1.00% | – |
Download | ||||||
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% |