ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 217 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 4.06 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,706,638 | -37.9% | 11,036 | -36.6% | 0.00% | 0.0% |
Q2 2023 | $2,747,061 | +5.5% | 17,400 | +0.9% | 0.00% | 0.0% |
Q1 2023 | $2,603,083 | -33.8% | 17,243 | -31.2% | 0.00% | 0.0% |
Q4 2022 | $3,931,000 | +9.8% | 25,079 | -1.1% | 0.00% | 0.0% |
Q3 2022 | $3,579,000 | -18.8% | 25,360 | -14.7% | 0.00% | -50.0% |
Q2 2022 | $4,406,000 | -57.5% | 29,745 | -48.2% | 0.00% | -33.3% |
Q1 2022 | $10,363,000 | +7.0% | 57,436 | +14.5% | 0.00% | 0.0% |
Q4 2021 | $9,689,000 | +1.5% | 50,170 | -1.0% | 0.00% | 0.0% |
Q3 2021 | $9,547,000 | -2.4% | 50,699 | -4.0% | 0.00% | 0.0% |
Q2 2021 | $9,785,000 | +199.3% | 52,828 | +177.0% | 0.00% | +200.0% |
Q1 2021 | $3,269,000 | +0.9% | 19,070 | -11.6% | 0.00% | 0.0% |
Q4 2020 | $3,241,000 | -71.4% | 21,561 | -76.9% | 0.00% | -80.0% |
Q3 2020 | $11,341,000 | +25.3% | 93,314 | +22.9% | 0.01% | +25.0% |
Q2 2020 | $9,054,000 | +597.5% | 75,939 | +500.7% | 0.00% | +300.0% |
Q1 2020 | $1,298,000 | -73.6% | 12,642 | -59.6% | 0.00% | -50.0% |
Q4 2019 | $4,913,000 | +208.2% | 31,321 | +168.2% | 0.00% | +100.0% |
Q3 2019 | $1,594,000 | +27.3% | 11,679 | +24.9% | 0.00% | 0.0% |
Q2 2019 | $1,252,000 | -0.3% | 9,351 | -6.9% | 0.00% | 0.0% |
Q1 2019 | $1,256,000 | +14.1% | 10,043 | +2.4% | 0.00% | 0.0% |
Q4 2018 | $1,101,000 | -51.2% | 9,807 | -42.0% | 0.00% | 0.0% |
Q3 2018 | $2,254,000 | -56.9% | 16,905 | -58.1% | 0.00% | -50.0% |
Q2 2018 | $5,233,000 | +140.5% | 40,375 | +143.0% | 0.00% | +100.0% |
Q1 2018 | $2,176,000 | -5.8% | 16,617 | -6.6% | 0.00% | 0.0% |
Q4 2017 | $2,310,000 | +24.9% | 17,783 | +15.2% | 0.00% | 0.0% |
Q3 2017 | $1,850,000 | +3.3% | 15,436 | -2.3% | 0.00% | 0.0% |
Q2 2017 | $1,791,000 | -15.8% | 15,802 | -19.0% | 0.00% | 0.0% |
Q1 2017 | $2,127,000 | -21.5% | 19,497 | -23.5% | 0.00% | 0.0% |
Q4 2016 | $2,709,000 | +427.0% | 25,491 | +335.4% | 0.00% | – |
Q3 2016 | $514,000 | -18.4% | 5,855 | -25.0% | 0.00% | – |
Q2 2016 | $630,000 | +2.8% | 7,811 | +3.5% | 0.00% | – |
Q1 2016 | $613,000 | -14.9% | 7,550 | -5.6% | 0.00% | – |
Q4 2015 | $720,000 | +105.7% | 8,002 | +95.2% | 0.00% | – |
Q3 2015 | $350,000 | -1.4% | 4,099 | +8.4% | 0.00% | – |
Q2 2015 | $355,000 | +5.3% | 3,781 | +0.3% | 0.00% | – |
Q1 2015 | $337,000 | -6.6% | 3,768 | -4.1% | 0.00% | – |
Q4 2014 | $361,000 | +20.3% | 3,930 | +13.0% | 0.00% | – |
Q3 2014 | $300,000 | +368.8% | 3,478 | +359.4% | 0.00% | – |
Q2 2014 | $64,000 | -13.5% | 757 | -13.6% | 0.00% | – |
Q1 2014 | $74,000 | -14.0% | 876 | -14.5% | 0.00% | – |
Q4 2013 | $86,000 | +132.4% | 1,024 | +104.0% | 0.00% | – |
Q3 2013 | $37,000 | -5.1% | 502 | -7.2% | 0.00% | – |
Q2 2013 | $39,000 | – | 541 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
Wealthgate Family Office, LLC | 21,928 | $3,954,000 | 7.93% |
MinichMacGregor Wealth Management, LLC | 99,074 | $17,866,000 | 5.71% |
SFI Advisors, LLC | 30,087 | $5,425,000 | 3.31% |
Lee Financial Group Hawaii, Inc. | 25,890 | $4,669,000 | 3.18% |
RiverFront Investment Group, LLC | 549,684 | $99,124,000 | 3.18% |
WestEnd Advisors, LLC | 447,017 | $80,610,575,000 | 2.16% |
Diversified, LLC | 26,142 | $4,714,000 | 1.92% |
Quantitative Advantage, LLC | 63,457 | $11,443,000 | 1.76% |
ARKANSAS FINANCIAL GROUP, INC. | 44,267 | $7,983,000 | 1.65% |