ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $792,759 | +21.9% | 5,126 | +24.5% | 0.00% | – |
| Q2 2023 | $650,442 | -48.8% | 4,117 | -51.1% | 0.00% | – |
| Q1 2023 | $1,271,006 | +88.1% | 8,420 | +96.3% | 0.00% | – |
| Q4 2022 | $675,570 | +6.1% | 4,289 | -5.0% | 0.00% | – |
| Q3 2022 | $637,000 | -8.2% | 4,517 | -3.5% | 0.00% | – |
| Q2 2022 | $694,000 | -30.0% | 4,681 | -14.9% | 0.00% | – |
| Q1 2022 | $992,000 | -4.5% | 5,502 | +2.2% | 0.00% | – |
| Q4 2021 | $1,039,000 | +21.1% | 5,383 | +18.0% | 0.00% | – |
| Q3 2021 | $858,000 | +7.4% | 4,561 | +5.8% | 0.00% | – |
| Q2 2021 | $799,000 | +10.4% | 4,313 | +1.9% | 0.00% | – |
| Q1 2021 | $724,000 | +49.6% | 4,231 | +31.3% | 0.00% | – |
| Q4 2020 | $484,000 | +20.4% | 3,222 | -2.0% | 0.00% | – |
| Q3 2020 | $402,000 | +6.1% | 3,288 | +3.6% | 0.00% | – |
| Q2 2020 | $379,000 | +5.3% | 3,174 | -9.3% | 0.00% | – |
| Q1 2020 | $360,000 | -50.8% | 3,501 | -27.4% | 0.00% | – |
| Q4 2019 | $731,000 | +30.1% | 4,820 | +17.1% | 0.00% | – |
| Q3 2019 | $562,000 | -3.6% | 4,117 | -5.4% | 0.00% | – |
| Q2 2019 | $583,000 | +23.8% | 4,354 | +15.6% | 0.00% | – |
| Q1 2019 | $471,000 | +18.9% | 3,766 | +6.9% | 0.00% | – |
| Q4 2018 | $396,000 | -18.2% | 3,524 | -3.0% | 0.00% | – |
| Q3 2018 | $484,000 | +30.1% | 3,634 | +26.8% | 0.00% | – |
| Q2 2018 | $372,000 | +1.9% | 2,867 | +2.9% | 0.00% | – |
| Q1 2018 | $365,000 | +8.3% | 2,787 | +7.8% | 0.00% | – |
| Q4 2017 | $337,000 | -96.1% | 2,585 | -96.4% | 0.00% | -100.0% |
| Q3 2017 | $8,678,000 | -17.0% | 72,399 | -21.5% | 0.00% | 0.0% |
| Q2 2017 | $10,454,000 | -42.8% | 92,208 | -45.0% | 0.00% | -50.0% |
| Q1 2017 | $18,286,000 | -8.0% | 167,605 | -10.4% | 0.00% | -33.3% |
| Q4 2016 | $19,880,000 | +98.2% | 187,090 | +63.7% | 0.00% | +200.0% |
| Q3 2016 | $10,031,000 | +4.6% | 114,299 | -3.9% | 0.00% | 0.0% |
| Q2 2016 | $9,590,000 | +94.1% | 118,970 | +95.5% | 0.00% | 0.0% |
| Q1 2016 | $4,940,000 | -62.5% | 60,864 | -58.4% | 0.00% | -50.0% |
| Q4 2015 | $13,173,000 | +128.6% | 146,401 | +117.2% | 0.00% | +100.0% |
| Q3 2015 | $5,763,000 | -39.9% | 67,417 | -33.9% | 0.00% | 0.0% |
| Q2 2015 | $9,586,000 | +35.1% | 101,996 | +28.5% | 0.00% | 0.0% |
| Q1 2015 | $7,093,000 | +14.7% | 79,354 | +17.8% | 0.00% | 0.0% |
| Q4 2014 | $6,186,000 | +104.4% | 67,360 | +91.5% | 0.00% | – |
| Q3 2014 | $3,026,000 | +75.0% | 35,166 | +71.7% | 0.00% | – |
| Q2 2014 | $1,729,000 | -55.0% | 20,478 | -54.8% | 0.00% | -100.0% |
| Q1 2014 | $3,846,000 | -66.6% | 45,285 | -67.0% | 0.00% | -50.0% |
| Q4 2013 | $11,513,000 | – | 137,386 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
| MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
| SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
| Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
| RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
| WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
| Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
| Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
| ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |