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 | $466,085 | +4.2% | 3,014 | +6.4% | 0.01% | +25.0% |
| Q2 2023 | $447,428 | +1.7% | 2,832 | -2.8% | 0.00% | -20.0% |
| Q1 2023 | $439,916 | -50.7% | 2,914 | -48.6% | 0.01% | -37.5% |
| Q4 2022 | $893,138 | -99.9% | 5,670 | -49.9% | 0.01% | -11.1% |
| Q3 2022 | $799,799,000 | +53326.8% | 11,314 | +12.0% | 0.01% | -40.0% |
| Q2 2022 | $1,497,000 | -22.9% | 10,098 | -6.2% | 0.02% | -25.0% |
| Q1 2022 | $1,941,000 | +50.9% | 10,764 | +61.6% | 0.02% | +53.8% |
| Q4 2021 | $1,286,000 | +12.7% | 6,659 | +9.8% | 0.01% | +18.2% |
| Q3 2021 | $1,141,000 | +5.5% | 6,066 | +3.9% | 0.01% | -8.3% |
| Q2 2021 | $1,082,000 | +24.4% | 5,841 | +15.0% | 0.01% | +9.1% |
| Q1 2021 | $870,000 | +86.3% | 5,079 | +61.4% | 0.01% | +120.0% |
| Q4 2020 | $467,000 | -99.8% | 3,146 | +10386.7% | 0.01% | -16.7% |
| Q3 2020 | $304,000,000 | – | 30 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |