ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 116 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $2,288,000 | -5.1% | 16,776 | -6.8% | 0.01% | -7.7% |
| Q2 2019 | $2,411,000 | +5.9% | 18,007 | -1.2% | 0.01% | +8.3% |
| Q1 2019 | $2,276,000 | +15.4% | 18,230 | +3.8% | 0.01% | +9.1% |
| Q4 2018 | $1,972,000 | -4.5% | 17,567 | +13.4% | 0.01% | 0.0% |
| Q3 2018 | $2,065,000 | +1.9% | 15,494 | -0.9% | 0.01% | 0.0% |
| Q2 2018 | $2,027,000 | +0.3% | 15,639 | +1.4% | 0.01% | 0.0% |
| Q1 2018 | $2,020,000 | -6.5% | 15,430 | -6.8% | 0.01% | -15.4% |
| Q4 2017 | $2,160,000 | -62.5% | 16,556 | -65.5% | 0.01% | -61.8% |
| Q3 2017 | $5,758,000 | +7.2% | 48,040 | +1.4% | 0.03% | +3.0% |
| Q2 2017 | $5,372,000 | +21.3% | 47,382 | +16.7% | 0.03% | +17.9% |
| Q1 2017 | $4,430,000 | +31.3% | 40,605 | +27.9% | 0.03% | +40.0% |
| Q4 2016 | $3,373,000 | +57.0% | 31,747 | +29.7% | 0.02% | +53.8% |
| Q3 2016 | $2,148,000 | +24.6% | 24,481 | +14.4% | 0.01% | +18.2% |
| Q2 2016 | $1,724,000 | +10.2% | 21,398 | +11.0% | 0.01% | +10.0% |
| Q1 2016 | $1,564,000 | +261.2% | 19,278 | +298.9% | 0.01% | +233.3% |
| Q4 2015 | $433,000 | -61.6% | 4,833 | -59.8% | 0.00% | -57.1% |
| Q2 2015 | $1,129,000 | – | 12,023 | – | 0.01% | – |
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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% |