ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 217 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 4.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $207,000 | -6.3% | 1,147 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $221,000 | -28.5% | 1,147 | -44.2% | 0.00% | 0.0% |
| Q4 2020 | $309,000 | +38.6% | 2,056 | +12.4% | 0.00% | 0.0% |
| Q3 2020 | $223,000 | -5.5% | 1,829 | -20.3% | 0.00% | 0.0% |
| Q1 2020 | $236,000 | -8.2% | 2,296 | +16.5% | 0.00% | 0.0% |
| Q4 2017 | $257,000 | -56.8% | 1,971 | -70.3% | 0.00% | -75.0% |
| Q1 2015 | $595,000 | -5.0% | 6,644 | -2.6% | 0.00% | 0.0% |
| Q4 2014 | $626,000 | +6.5% | 6,819 | -0.1% | 0.00% | 0.0% |
| Q3 2014 | $588,000 | – | 6,826 | – | 0.00% | – |
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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% |