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 | $5,752,636 | -0.7% | 37,200 | +1.5% | 0.56% | +3.0% |
| Q2 2023 | $5,791,942 | +7.6% | 36,660 | +2.8% | 0.54% | -5.3% |
| Q1 2023 | $5,381,115 | +94989.5% | 35,646 | -0.8% | 0.57% | -16.1% |
| Q4 2022 | $5,659 | -99.9% | 35,927 | -1.7% | 0.68% | +4.0% |
| Q3 2022 | $5,162,000 | -5.6% | 36,550 | -1.0% | 0.65% | +1.6% |
| Q2 2022 | $5,471,000 | -16.4% | 36,910 | +1.7% | 0.64% | +7.9% |
| Q1 2022 | $6,547,000 | -2.1% | 36,308 | +4.9% | 0.60% | +7.8% |
| Q4 2021 | $6,685,000 | +8.5% | 34,622 | +5.7% | 0.55% | -3.2% |
| Q3 2021 | $6,161,000 | +11.6% | 32,741 | +9.8% | 0.57% | +9.6% |
| Q2 2021 | $5,521,000 | – | 29,806 | – | 0.52% | – |
Download | ||||||
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% |