ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 142 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.91 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $670 | -1.9% | 4,335 | +0.3% | 0.00% | 0.0% |
| Q2 2023 | $683 | +40.5% | 4,324 | +34.4% | 0.00% | +33.3% |
| Q1 2023 | $486 | -23.9% | 3,217 | -20.7% | 0.00% | -25.0% |
| Q4 2022 | $639 | -99.9% | 4,057 | -13.4% | 0.00% | -20.0% |
| Q3 2022 | $662,000 | -13.0% | 4,685 | -8.7% | 0.01% | -16.7% |
| Q2 2022 | $761,000 | -18.3% | 5,134 | -0.6% | 0.01% | -14.3% |
| Q1 2022 | $932,000 | -84.0% | 5,167 | -82.9% | 0.01% | -83.3% |
| Q4 2021 | $5,843,000 | +5.0% | 30,264 | +2.4% | 0.04% | -4.5% |
| Q3 2021 | $5,563,000 | +8.4% | 29,565 | +6.7% | 0.04% | +2.3% |
| Q2 2021 | $5,131,000 | +435.6% | 27,702 | +395.3% | 0.04% | +377.8% |
| Q1 2021 | $958,000 | +28.2% | 5,593 | +12.3% | 0.01% | +12.5% |
| Q4 2020 | $747,000 | -95.5% | 4,979 | -96.4% | 0.01% | -96.2% |
| Q3 2020 | $16,686,000 | +16.7% | 136,749 | +14.2% | 0.21% | +9.4% |
| Q2 2020 | $14,295,000 | +664.8% | 119,727 | +557.8% | 0.19% | +496.9% |
| Q1 2020 | $1,869,000 | +123.8% | 18,202 | +231.0% | 0.03% | +166.7% |
| Q4 2019 | $835,000 | +16.0% | 5,499 | +4.2% | 0.01% | 0.0% |
| Q3 2019 | $720,000 | -29.5% | 5,275 | -30.8% | 0.01% | -20.0% |
| Q2 2019 | $1,021,000 | +5.5% | 7,623 | -1.7% | 0.02% | 0.0% |
| Q1 2019 | $968,000 | +15.9% | 7,754 | +4.2% | 0.02% | 0.0% |
| Q4 2018 | $835,000 | -1.4% | 7,442 | +17.1% | 0.02% | +7.1% |
| Q3 2018 | $847,000 | +217.2% | 6,354 | +208.6% | 0.01% | +133.3% |
| Q2 2018 | $267,000 | -70.5% | 2,059 | -70.2% | 0.01% | -68.4% |
| Q1 2018 | $905,000 | +73.0% | 6,909 | +72.4% | 0.02% | +90.0% |
| Q4 2017 | $523,000 | +11.8% | 4,007 | +2.5% | 0.01% | 0.0% |
| Q3 2017 | $468,000 | -0.4% | 3,908 | -5.7% | 0.01% | +11.1% |
| Q2 2017 | $470,000 | – | 4,144 | – | 0.01% | – |
Download | ||||||
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% |