ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $157,951 | -5.7% | 1,060 | 0.0% | 0.04% | +18.2% |
| Q2 2023 | $167,469 | +4.7% | 1,060 | 0.0% | 0.03% | -2.9% |
| Q1 2023 | $160,018 | -4.2% | 1,060 | 0.0% | 0.03% | -10.5% |
| Q4 2022 | $166,971 | +4074.3% | 1,060 | +3555.2% | 0.04% | +3700.0% |
| Q3 2020 | $4,000 | -84.6% | 29 | -88.7% | 0.00% | -92.9% |
| Q1 2020 | $26,000 | -39.5% | 257 | -11.7% | 0.01% | -68.9% |
| Q4 2019 | $43,000 | – | 291 | – | 0.04% | – |
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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% |