ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $440,048 | -1.5% | 2,845 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $446,953 | +7.0% | 2,829 | +2.3% | 0.00% | 0.0% |
| Q1 2023 | $417,555 | +3.0% | 2,766 | +7.5% | 0.00% | 0.0% |
| Q4 2022 | $405,456 | +21.8% | 2,574 | +9.2% | 0.00% | 0.0% |
| Q3 2022 | $333,000 | +5.0% | 2,357 | +10.4% | 0.00% | 0.0% |
| Q2 2022 | $317,000 | -21.5% | 2,134 | -4.9% | 0.00% | 0.0% |
| Q1 2022 | $404,000 | -17.6% | 2,243 | -11.7% | 0.00% | 0.0% |
| Q4 2021 | $490,000 | -10.9% | 2,541 | -13.1% | 0.00% | 0.0% |
| Q3 2021 | $550,000 | -5.8% | 2,923 | -7.3% | 0.00% | 0.0% |
| Q2 2021 | $584,000 | +8.1% | 3,153 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $540,000 | +102.2% | 3,153 | +77.4% | 0.00% | 0.0% |
| Q4 2020 | $267,000 | +19.7% | 1,777 | -2.7% | 0.00% | 0.0% |
| Q3 2020 | $223,000 | -2.6% | 1,827 | -4.7% | 0.00% | 0.0% |
| Q2 2020 | $229,000 | +12.8% | 1,918 | -3.1% | 0.00% | 0.0% |
| Q1 2020 | $203,000 | -31.6% | 1,979 | +1.0% | 0.00% | 0.0% |
| Q4 2019 | $297,000 | +17.4% | 1,959 | +5.4% | 0.00% | 0.0% |
| Q3 2019 | $253,000 | -3.4% | 1,859 | -4.9% | 0.00% | 0.0% |
| Q2 2019 | $262,000 | -13.8% | 1,955 | -19.8% | 0.00% | 0.0% |
| Q1 2019 | $304,000 | +10.9% | 2,439 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $274,000 | -12.2% | 2,439 | +4.2% | 0.00% | 0.0% |
| Q3 2018 | $312,000 | +2.6% | 2,340 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $304,000 | -1.0% | 2,340 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $307,000 | -11.3% | 2,340 | -11.9% | 0.00% | 0.0% |
| Q4 2017 | $346,000 | +14.6% | 2,655 | +5.4% | 0.00% | 0.0% |
| Q3 2017 | $302,000 | -1.9% | 2,518 | -7.4% | 0.00% | 0.0% |
| Q2 2017 | $308,000 | +4.4% | 2,718 | +0.6% | 0.00% | 0.0% |
| Q1 2017 | $295,000 | -11.9% | 2,702 | -14.2% | 0.00% | 0.0% |
| Q4 2016 | $335,000 | +365.3% | 3,150 | +284.1% | 0.00% | – |
| Q3 2016 | $72,000 | +9.1% | 820 | 0.0% | 0.00% | – |
| Q2 2016 | $66,000 | 0.0% | 820 | 0.0% | 0.00% | – |
| Q1 2016 | $66,000 | +144.4% | 820 | +173.3% | 0.00% | – |
| Q4 2015 | $27,000 | +3.8% | 300 | 0.0% | 0.00% | – |
| Q3 2015 | $26,000 | -7.1% | 300 | 0.0% | 0.00% | – |
| Q2 2015 | $28,000 | +3.7% | 300 | 0.0% | 0.00% | – |
| Q1 2015 | $27,000 | -3.6% | 300 | 0.0% | 0.00% | – |
| Q4 2014 | $28,000 | +7.7% | 300 | 0.0% | 0.00% | – |
| Q3 2014 | $26,000 | +4.0% | 300 | 0.0% | 0.00% | – |
| Q2 2014 | $25,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q1 2014 | $25,000 | 0.0% | 300 | 0.0% | 0.00% | – |
| Q4 2013 | $25,000 | +13.6% | 300 | 0.0% | 0.00% | – |
| Q3 2013 | $22,000 | +4.8% | 300 | 0.0% | 0.00% | – |
| Q2 2013 | $21,000 | – | 300 | – | 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% |