ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,598 | -2.1% | 75 | 0.0% | 0.00% | – |
| Q2 2023 | $11,849 | +4.7% | 75 | 0.0% | 0.00% | – |
| Q1 2023 | $11,322 | -4.2% | 75 | 0.0% | 0.00% | – |
| Q4 2022 | $11,814 | +7.4% | 75 | 0.0% | 0.00% | – |
| Q3 2022 | $11,000 | -42.1% | 75 | -40.0% | 0.00% | – |
| Q2 2022 | $19,000 | +35.7% | 125 | +66.7% | 0.00% | – |
| Q1 2022 | $14,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q4 2021 | $14,000 | 0.0% | 75 | 0.0% | 0.00% | – |
| Q3 2021 | $14,000 | +250.0% | 75 | +158.6% | 0.00% | – |
| Q4 2020 | $4,000 | -91.1% | 29 | -96.8% | 0.00% | -100.0% |
| Q2 2010 | $45,000 | -16.7% | 905 | 0.0% | 0.00% | 0.0% |
| Q1 2010 | $54,000 | +10.2% | 905 | 0.0% | 0.00% | 0.0% |
| Q4 2009 | $49,000 | -2.0% | 905 | 0.0% | 0.00% | 0.0% |
| Q3 2009 | $50,000 | +22.0% | 905 | 0.0% | 0.00% | 0.0% |
| Q2 2009 | $41,000 | 0.0% | 905 | -23.3% | 0.00% | 0.0% |
| Q1 2009 | $41,000 | – | 1,180 | – | 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% |