ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,166,000 | +5.6% | 6,468 | +13.1% | 0.74% | -2.1% |
| Q4 2021 | $1,104,000 | +2.5% | 5,718 | -0.1% | 0.76% | -7.7% |
| Q3 2021 | $1,077,000 | +0.3% | 5,721 | -1.3% | 0.82% | -1.6% |
| Q2 2021 | $1,074,000 | +2.6% | 5,796 | -5.2% | 0.83% | -11.4% |
| Q1 2021 | $1,047,000 | +20.3% | 6,111 | +5.4% | 0.94% | +14.1% |
| Q4 2020 | $870,000 | – | 5,800 | – | 0.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Annex Advisory Services, LLC | 610,214 | $114,834,000 | 9.39% |
| Kozak & Associates, Inc. | 77,484 | $15,597,000 | 9.22% |
| Wealthgate Family Office, LLC | 21,919 | $4,125,000 | 6.34% |
| RiverFront Investment Group, LLC | 573,443 | $107,910,000 | 3.60% |
| Diversified, LLC | 27,250 | $5,128,000 | 2.73% |
| SPC Financial, Inc. | 103,208 | $19,422,000 | 2.41% |
| WestEnd Advisors, LLC | 379,382 | $71,392,104,000 | 2.15% |
| Quantitative Advantage, LLC | 61,385 | $11,551,000 | 1.96% |
| ARKANSAS FINANCIAL GROUP, INC. | 41,647 | $7,837,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 37,628 | $7,081,000 | 1.67% |