ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 155 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $200,000 | -32.7% | 1,782 | -20.2% | 0.00% | – |
| Q3 2018 | $297,000 | -3.3% | 2,232 | -5.7% | 0.00% | – |
| Q2 2018 | $307,000 | +18.5% | 2,366 | +19.5% | 0.00% | – |
| Q1 2018 | $259,000 | -5.8% | 1,980 | -5.9% | 0.00% | – |
| Q4 2017 | $275,000 | +9.1% | 2,105 | 0.0% | 0.00% | – |
| Q3 2017 | $252,000 | +5.0% | 2,105 | -25.1% | 0.00% | – |
| Q3 2015 | $240,000 | – | 2,809 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |