ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 271 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,402,790 | -2.7% | 47,871 | -0.6% | 1.51% | -0.9% |
| Q2 2023 | $7,605,500 | +10.0% | 48,139 | +5.1% | 1.52% | +6.0% |
| Q1 2023 | $6,912,628 | -1.9% | 45,791 | +2.3% | 1.44% | -7.0% |
| Q4 2022 | $7,047,622 | +6.6% | 44,741 | -4.4% | 1.54% | -1.7% |
| Q3 2022 | $6,610,000 | -3.6% | 46,800 | +1.1% | 1.57% | +0.4% |
| Q2 2022 | $6,858,000 | -14.1% | 46,271 | +4.5% | 1.56% | -5.4% |
| Q1 2022 | $7,983,000 | -6.4% | 44,267 | +0.2% | 1.65% | -3.4% |
| Q4 2021 | $8,531,000 | +8.9% | 44,182 | +6.1% | 1.71% | -0.5% |
| Q3 2021 | $7,837,000 | +6.5% | 41,647 | +4.8% | 1.72% | +3.2% |
| Q2 2021 | $7,359,000 | +6.9% | 39,728 | -1.2% | 1.67% | +1.1% |
| Q1 2021 | $6,885,000 | +11.2% | 40,199 | -2.6% | 1.65% | +4.4% |
| Q4 2020 | $6,191,000 | +49.1% | 41,262 | +21.2% | 1.58% | +29.3% |
| Q3 2020 | $4,153,000 | +47.8% | 34,034 | +44.6% | 1.22% | +37.8% |
| Q2 2020 | $2,809,000 | +45.9% | 23,532 | +25.5% | 0.89% | +23.7% |
| Q1 2020 | $1,925,000 | – | 18,758 | – | 0.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |