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 2022 | $28,000 | -6.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $30,000 | -16.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $36,000 | -7.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $39,000 | +2.6% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $38,000 | +2.7% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $37,000 | +8.8% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $34,000 | +13.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $30,000 | +25.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $24,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $24,000 | +14.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $21,000 | -30.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $30,000 | +11.1% | 200 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $27,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $27,000 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Annex Advisory Services, LLC | 610,214 | $114,834,000 | 9.39% |
| Kozak & Associates, Inc. | 77,484 | $15,597,000 | 9.22% |
| Wealthgate Family Office, LLC | 21,919 | $4,125,000 | 6.34% |
| RiverFront Investment Group, LLC | 573,443 | $107,910,000 | 3.60% |
| Diversified, LLC | 27,250 | $5,128,000 | 2.73% |
| SPC Financial, Inc. | 103,208 | $19,422,000 | 2.41% |
| WestEnd Advisors, LLC | 379,382 | $71,392,104,000 | 2.15% |
| Quantitative Advantage, LLC | 61,385 | $11,551,000 | 1.96% |
| ARKANSAS FINANCIAL GROUP, INC. | 41,647 | $7,837,000 | 1.72% |
| Kesler, Norman & Wride, LLC | 37,628 | $7,081,000 | 1.67% |