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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,219,000 | +199.5% | 6,315 | +93.4% | 0.02% | +90.9% |
| Q1 2019 | $407,000 | +6.5% | 3,266 | -4.2% | 0.01% | -8.3% |
| Q4 2018 | $382,000 | -42.0% | 3,408 | -31.2% | 0.01% | -29.4% |
| Q3 2018 | $659,000 | +2.2% | 4,950 | -0.6% | 0.02% | -5.6% |
| Q2 2018 | $645,000 | +6.3% | 4,978 | +7.4% | 0.02% | +12.5% |
| Q1 2018 | $607,000 | +2.7% | 4,636 | +2.4% | 0.02% | +6.7% |
| Q4 2017 | $591,000 | +120.5% | 4,528 | +102.2% | 0.02% | +114.3% |
| Q3 2017 | $268,000 | -29.3% | 2,239 | -37.1% | 0.01% | -36.4% |
| Q4 2016 | $379,000 | +79.6% | 3,562 | +24.9% | 0.01% | +57.1% |
| Q3 2013 | $211,000 | – | 2,852 | – | 0.01% | – |
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% |