ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 240 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.99 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,784 | -2.1% | 115 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $18,169 | +4.7% | 115 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $17,360 | -4.3% | 115 | 0.0% | 0.01% | -16.7% |
| Q4 2022 | $18,144 | -0.7% | 115 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $18,277 | +7.2% | 115 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $17,045 | -17.8% | 115 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $20,738 | -30.4% | 115 | -25.3% | 0.01% | -40.0% |
| Q4 2021 | $29,791 | -3.2% | 154 | 0.0% | 0.01% | -9.1% |
| Q3 2021 | $30,762 | +7.8% | 154 | 0.0% | 0.01% | -15.4% |
| Q2 2021 | $28,525 | -50.1% | 154 | -53.9% | 0.01% | -56.7% |
| Q1 2021 | $57,204 | +5.6% | 334 | -7.5% | 0.03% | -9.1% |
| Q4 2020 | $54,168 | – | 361 | – | 0.03% | – |
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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% |