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 | $1,865,023 | -12.6% | 12,060 | -10.7% | 0.48% | -10.9% |
| Q2 2023 | $2,133,550 | -4.5% | 13,504 | -8.8% | 0.54% | -32.1% |
| Q1 2023 | $2,234,913 | -11.2% | 14,805 | -7.4% | 0.80% | -19.2% |
| Q4 2022 | $2,518,132 | -0.2% | 15,986 | -10.5% | 0.99% | -22.1% |
| Q3 2022 | $2,523,000 | -22.5% | 17,863 | -18.7% | 1.27% | -5.9% |
| Q2 2022 | $3,256,000 | -30.9% | 21,970 | -16.0% | 1.35% | -29.6% |
| Q1 2022 | $4,714,000 | -12.2% | 26,142 | -6.0% | 1.92% | -15.4% |
| Q4 2021 | $5,372,000 | +4.8% | 27,822 | +2.1% | 2.27% | -16.8% |
| Q3 2021 | $5,128,000 | +1.1% | 27,250 | -0.5% | 2.73% | -3.5% |
| Q2 2021 | $5,073,000 | -10.4% | 27,390 | -17.1% | 2.83% | -35.1% |
| Q1 2021 | $5,661,000 | +67.9% | 33,052 | +19.6% | 4.36% | +51.8% |
| Q4 2020 | $3,371,000 | – | 27,630 | – | 2.87% | – |
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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% |