ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $275,757 | +4.9% | 1,745 | +0.2% | 0.07% | +1.5% |
| Q1 2023 | $262,878 | -53.4% | 1,741 | -51.4% | 0.07% | -54.5% |
| Q4 2022 | $563,814 | -83.1% | 3,579 | -84.8% | 0.14% | -84.4% |
| Q3 2022 | $3,330,000 | +6.7% | 23,578 | +12.0% | 0.93% | +7.2% |
| Q2 2022 | $3,122,000 | -52.8% | 21,060 | -42.5% | 0.87% | -41.1% |
| Q1 2022 | $6,608,000 | -13.4% | 36,643 | -7.3% | 1.47% | -9.0% |
| Q4 2021 | $7,633,000 | +7.8% | 39,535 | +5.1% | 1.62% | -3.1% |
| Q3 2021 | $7,081,000 | +47.1% | 37,628 | +45.6% | 1.67% | +50.5% |
| Q2 2021 | $4,815,000 | – | 25,845 | – | 1.11% | – |
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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% |