ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.37 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $50,846 | -4.7% | 360 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $53,359 | -17.8% | 360 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $64,919 | -40.6% | 360 | -36.4% | 0.00% | -50.0% |
| Q4 2021 | $109,283 | -2.7% | 566 | -5.2% | 0.00% | 0.0% |
| Q3 2021 | $112,343 | -9.3% | 597 | -10.8% | 0.00% | -20.0% |
| Q2 2021 | $123,919 | +66.3% | 669 | +53.8% | 0.01% | +66.7% |
| Q1 2021 | $74,502 | +56.1% | 435 | +36.8% | 0.00% | +50.0% |
| Q4 2020 | $47,716 | -11.7% | 318 | -28.2% | 0.00% | -33.3% |
| Q3 2020 | $54,055 | -58.8% | 443 | -59.7% | 0.00% | -66.7% |
| Q2 2020 | $131,221 | +10.7% | 1,099 | -4.8% | 0.01% | -10.0% |
| Q1 2020 | $118,584 | -32.9% | 1,155 | -0.8% | 0.01% | -23.1% |
| Q4 2019 | $176,718 | +105.3% | 1,164 | +84.5% | 0.01% | +85.7% |
| Q3 2019 | $86,087 | +1.9% | 631 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $84,485 | -25.2% | 631 | -30.3% | 0.01% | -36.4% |
| Q1 2019 | $112,953 | +27.0% | 905 | +14.3% | 0.01% | 0.0% |
| Q4 2018 | $88,918 | -48.5% | 792 | -38.8% | 0.01% | -45.0% |
| Q3 2018 | $172,611 | +12.7% | 1,295 | +9.6% | 0.02% | -4.8% |
| Q2 2018 | $153,211 | -1.0% | 1,182 | 0.0% | 0.02% | -8.7% |
| Q1 2018 | $154,795 | +30.4% | 1,182 | +29.9% | 0.02% | +21.1% |
| Q4 2017 | $118,710 | – | 910 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
| Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
| SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
| RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
| ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
| Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
| Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
| Snider Financial Group | 11,249 | $1,739,609 | 0.84% |