ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 260 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 11.55 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,376 | -1.6% | 41 | 0.0% | 0.00% | – |
| Q2 2023 | $6,477 | +4.7% | 41 | 0.0% | 0.00% | – |
| Q1 2023 | $6,189 | -85.9% | 41 | -85.3% | 0.00% | -100.0% |
| Q4 2022 | $43,948 | -4.5% | 279 | -14.4% | 0.00% | 0.0% |
| Q3 2022 | $46,000 | -4.2% | 326 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $48,000 | -15.8% | 326 | +3.5% | 0.00% | 0.0% |
| Q1 2022 | $57,000 | -52.5% | 315 | -49.1% | 0.00% | -42.9% |
| Q4 2021 | $120,000 | +13.2% | 619 | +9.4% | 0.01% | +16.7% |
| Q3 2021 | $106,000 | +11.6% | 566 | +10.1% | 0.01% | 0.0% |
| Q2 2021 | $95,000 | +6.7% | 514 | -1.7% | 0.01% | 0.0% |
| Q1 2021 | $89,000 | +14.1% | 523 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $78,000 | -96.5% | 523 | -97.1% | 0.01% | -96.9% |
| Q3 2020 | $2,236,000 | +27.3% | 18,321 | +24.5% | 0.20% | +14.0% |
| Q2 2020 | $1,757,000 | +4083.3% | 14,718 | +3525.1% | 0.17% | +3320.0% |
| Q1 2020 | $42,000 | -32.3% | 406 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $62,000 | +520.0% | 406 | +441.3% | 0.01% | +200.0% |
| Q3 2019 | $10,000 | -74.4% | 75 | -74.1% | 0.00% | -50.0% |
| Q2 2019 | $39,000 | +178.6% | 290 | +152.2% | 0.00% | +300.0% |
| Q1 2019 | $14,000 | +16.7% | 115 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $12,000 | -20.0% | 115 | 0.0% | 0.00% | -75.0% |
| Q3 2018 | $15,000 | – | 115 | – | 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% |