ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $119,208 | -2.1% | 771 | 0.0% | 0.05% | +8.3% |
| Q2 2023 | $121,790 | -2.6% | 771 | -4.6% | 0.05% | -22.6% |
| Q1 2023 | $124,984 | -20.9% | 808 | -19.4% | 0.06% | -15.1% |
| Q4 2022 | $157,928 | +12.0% | 1,003 | +0.7% | 0.07% | +1.4% |
| Q3 2022 | $141,000 | +93.2% | 996 | +102.0% | 0.07% | +94.6% |
| Q2 2022 | $73,000 | -60.5% | 493 | -52.0% | 0.04% | -54.9% |
| Q1 2022 | $185,000 | +21.7% | 1,028 | +30.5% | 0.08% | +34.4% |
| Q4 2021 | $152,000 | +16.0% | 788 | +12.7% | 0.06% | 0.0% |
| Q3 2021 | $131,000 | +32.3% | 699 | +31.4% | 0.06% | +35.6% |
| Q2 2021 | $99,000 | +19.3% | 532 | +10.4% | 0.04% | +9.8% |
| Q1 2021 | $83,000 | +16.9% | 482 | +2.1% | 0.04% | +2.5% |
| Q4 2020 | $71,000 | +22.4% | 472 | 0.0% | 0.04% | +14.3% |
| Q3 2020 | $58,000 | – | 472 | – | 0.04% | – |
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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% |