ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 228 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,969 | -2.1% | 446 | 0.0% | 0.00% | – |
| Q2 2023 | $70,464 | -17.5% | 446 | -21.2% | 0.00% | – |
| Q1 2023 | $85,443 | -4.2% | 566 | 0.0% | 0.00% | – |
| Q4 2022 | $89,156 | +11.4% | 566 | 0.0% | 0.00% | – |
| Q3 2022 | $80,000 | -4.8% | 566 | 0.0% | 0.00% | – |
| Q2 2022 | $84,000 | -14.3% | 566 | +3.7% | 0.00% | – |
| Q1 2022 | $98,000 | +415.8% | 546 | +446.0% | 0.00% | – |
| Q4 2021 | $19,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q3 2021 | $19,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2021 | $19,000 | -44.1% | 100 | -50.0% | 0.00% | – |
| Q1 2021 | $34,000 | +126.7% | 200 | +100.0% | 0.00% | – |
| Q4 2020 | $15,000 | +114.3% | 100 | +63.9% | 0.00% | – |
| Q3 2020 | $7,000 | -92.1% | 61 | -90.9% | 0.00% | -100.0% |
| Q3 2018 | $89,000 | +304.5% | 669 | +300.6% | 0.00% | – |
| Q2 2018 | $22,000 | +120.0% | 167 | +92.0% | 0.00% | – |
| Q3 2017 | $10,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2017 | $10,000 | +11.1% | 87 | 0.0% | 0.00% | – |
| Q1 2017 | $9,000 | -18.2% | 87 | -14.7% | 0.00% | – |
| Q4 2016 | $11,000 | -56.0% | 102 | -65.3% | 0.00% | – |
| Q2 2014 | $25,000 | +150.0% | 294 | +157.9% | 0.00% | – |
| Q1 2014 | $10,000 | 0.0% | 114 | 0.0% | 0.00% | – |
| Q4 2013 | $10,000 | +25.0% | 114 | 0.0% | 0.00% | – |
| Q3 2013 | $8,000 | 0.0% | 114 | 0.0% | 0.00% | – |
| Q2 2013 | $8,000 | – | 114 | – | 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% |