ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 148 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,740,088 | -19.3% | 11,189 | -18.0% | 0.19% | -17.4% |
| Q2 2023 | $2,157,037 | -42.5% | 13,653 | -45.0% | 0.24% | -45.3% |
| Q1 2023 | $3,748,337 | +13.4% | 24,830 | +18.3% | 0.43% | -0.9% |
| Q4 2022 | $3,306,502 | +18.6% | 20,991 | +6.4% | 0.43% | +7.7% |
| Q3 2022 | $2,787,000 | -4.9% | 19,733 | -0.2% | 0.40% | +0.2% |
| Q2 2022 | $2,932,000 | -18.3% | 19,780 | +6.5% | 0.40% | +3.1% |
| Q4 2021 | $3,588,000 | +19.6% | 18,577 | +16.5% | 0.39% | -5.3% |
| Q3 2021 | $3,001,000 | +60.5% | 15,948 | +14.1% | 0.41% | -18.1% |
| Q2 2019 | $1,870,000 | -30.5% | 13,973 | -30.5% | 0.50% | -45.9% |
| Q3 2018 | $2,690,000 | +45.2% | 20,109 | +41.5% | 0.93% | +32.3% |
| Q4 2017 | $1,853,000 | -12.9% | 14,207 | -20.0% | 0.70% | -15.0% |
| Q3 2017 | $2,127,000 | -2.6% | 17,752 | -7.9% | 0.83% | -3.2% |
| Q2 2017 | $2,184,000 | +98.4% | 19,266 | +90.9% | 0.85% | +89.1% |
| Q1 2017 | $1,101,000 | +32.7% | 10,092 | +29.2% | 0.45% | +4.6% |
| Q4 2016 | $830,000 | – | 7,812 | – | 0.43% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |