ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 228 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,732 | -2.1% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $7,900 | +4.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $7,548 | -4.2% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $7,876 | -99.9% | 50 | -16.7% | 0.00% | -25.0% |
| Q3 2022 | $8,474,000 | -12.0% | 60 | -7.7% | 0.00% | 0.0% |
| Q2 2022 | $9,634,000 | -61.8% | 65 | -53.6% | 0.00% | -55.6% |
| Q1 2022 | $25,238,000 | +0.7% | 140 | +7.7% | 0.01% | 0.0% |
| Q4 2021 | $25,064,000 | +2.1% | 130 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $24,555,000 | -15.6% | 130 | -17.2% | 0.01% | -18.2% |
| Q2 2021 | $29,081,000 | +11.7% | 157 | +3.3% | 0.01% | 0.0% |
| Q1 2021 | $26,033,000 | +134.4% | 152 | +105.4% | 0.01% | +120.0% |
| Q4 2020 | $11,104,000 | – | 74 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McKinley Carter Wealth Services, Inc. | 132,348 | $18,056,000 | 4.62% |
| RiverFront Investment Group, LLC | 888,331 | $121,194,000 | 2.99% |
| RVW Wealth, LLC | 86,680 | $11,826,000 | 2.81% |
| Quantitative Advantage, LLC | 59,362 | $8,099,000 | 2.23% |
| CYPRESS ASSET MANAGEMENT INC/TX | 46,083 | $6,287,000 | 2.18% |
| BECK CAPITAL MANAGEMENT, LLC | 22,434 | $3,061,000 | 1.66% |
| Karp Capital Management Corp | 32,855 | $4,482,000 | 1.31% |
| Baltimore-Washington Financial Advisors, Inc. | 53,099 | $7,244,000 | 1.19% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 26,833 | $3,661,000 | 1.00% |
| Cresset Asset Management, LLC | 175,773 | $23,981,000 | 0.73% |