ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 223 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.26 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $388,108 | -4.2% | 5,952 | -2.6% | 0.04% | -7.0% |
| Q1 2024 | $404,938 | +11.0% | 6,108 | +200.0% | 0.04% | 0.0% |
| Q4 2023 | $364,851 | +16.4% | 2,036 | +0.4% | 0.04% | +2.4% |
| Q3 2023 | $313,456 | -2.1% | 2,027 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $320,246 | +4.7% | 2,027 | 0.0% | 0.04% | 0.0% |
| Q1 2023 | $305,996 | -4.2% | 2,027 | 0.0% | 0.04% | -12.5% |
| Q4 2022 | $319,293 | +11.6% | 2,027 | 0.0% | 0.05% | +4.3% |
| Q3 2022 | $286,000 | +3475.0% | 2,027 | +3798.1% | 0.05% | +4500.0% |
| Q2 2022 | $8,000 | -11.1% | 52 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -10.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 52 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | -16.7% | 52 | -27.8% | 0.00% | -50.0% |
| Q1 2021 | $12,000 | +9.1% | 72 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | – | 72 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lebenthal Global Advisors, LLC | 68,622 | $11,752,000 | 7.22% |
| Marks Wealth, LLC | 109,912 | $18,825,000 | 6.19% |
| Wealthgate Family Office, LLC | 21,913 | $3,753,000 | 5.10% |
| Diversified, LLC | 33,052 | $5,661,000 | 4.36% |
| Danda Trouve Investment Management, Inc. | 18,148 | $3,108,000 | 3.83% |
| RiverFront Investment Group, LLC | 998,664 | $171,040,000 | 3.61% |
| Quantitative Advantage, LLC | 57,471 | $9,843,000 | 1.91% |
| ARKANSAS FINANCIAL GROUP, INC. | 40,199 | $6,885,000 | 1.65% |
| Capital Wealth Alliance, LLC | 11,437 | $1,959,000 | 1.31% |
| Source Financial Advisors LLC | 25,837 | $4,425,000 | 1.18% |