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 ↓ |
|---|---|---|---|
| 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% |