ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 200 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $591,189 | -18.6% | 3,823 | -16.8% | 0.00% | – |
| Q2 2023 | $726,122 | -11.4% | 4,596 | -15.3% | 0.00% | -100.0% |
| Q1 2023 | $819,260 | -9.4% | 5,427 | -5.4% | 0.00% | 0.0% |
| Q4 2022 | $904,008 | -1.4% | 5,739 | -11.6% | 0.00% | 0.0% |
| Q3 2022 | $917,000 | -4.2% | 6,495 | +0.6% | 0.00% | 0.0% |
| Q2 2022 | $957,000 | -28.4% | 6,456 | -12.8% | 0.00% | 0.0% |
| Q1 2022 | $1,336,000 | -50.6% | 7,406 | -47.2% | 0.00% | 0.0% |
| Q4 2021 | $2,707,000 | +93.5% | 14,020 | +88.6% | 0.00% | 0.0% |
| Q3 2021 | $1,399,000 | -40.8% | 7,434 | -41.8% | 0.00% | 0.0% |
| Q2 2021 | $2,365,000 | +357.4% | 12,769 | +323.5% | 0.00% | – |
| Q1 2021 | $517,000 | +406.9% | 3,015 | +342.1% | 0.00% | – |
| Q4 2020 | $102,000 | +88.9% | 682 | +54.3% | 0.00% | – |
| Q3 2020 | $54,000 | +1.9% | 442 | +0.2% | 0.00% | – |
| Q2 2020 | $53,000 | +17.8% | 441 | 0.0% | 0.00% | – |
| Q1 2020 | $45,000 | -32.8% | 441 | 0.0% | 0.00% | – |
| Q4 2019 | $67,000 | +11.7% | 441 | +0.2% | 0.00% | – |
| Q3 2019 | $60,000 | -17.8% | 440 | -19.6% | 0.00% | – |
| Q2 2019 | $73,000 | +7.4% | 547 | 0.0% | 0.00% | – |
| Q1 2019 | $68,000 | -6.8% | 547 | -16.0% | 0.00% | – |
| Q4 2018 | $73,000 | -63.7% | 651 | -56.9% | 0.00% | – |
| Q3 2018 | $201,000 | +21.8% | 1,510 | +18.9% | 0.00% | – |
| Q2 2018 | $165,000 | -0.6% | 1,270 | 0.0% | 0.00% | – |
| Q1 2018 | $166,000 | +9.9% | 1,270 | +10.1% | 0.00% | – |
| Q4 2017 | $151,000 | +214.6% | 1,154 | +189.9% | 0.00% | – |
| Q3 2017 | $48,000 | +65.5% | 398 | +54.3% | 0.00% | – |
| Q2 2017 | $29,000 | +61.1% | 258 | +59.3% | 0.00% | – |
| Q1 2017 | $18,000 | +5.9% | 162 | 0.0% | 0.00% | – |
| Q4 2016 | $17,000 | +21.4% | 162 | 0.0% | 0.00% | – |
| Q3 2016 | $14,000 | -51.7% | 162 | -54.6% | 0.00% | – |
| Q2 2016 | $29,000 | 0.0% | 357 | +0.3% | 0.00% | – |
| Q1 2016 | $29,000 | -88.8% | 356 | -87.6% | 0.00% | – |
| Q4 2015 | $260,000 | +45.3% | 2,881 | +37.8% | 0.00% | – |
| Q3 2015 | $179,000 | +214.0% | 2,091 | +243.3% | 0.00% | – |
| Q2 2015 | $57,000 | +18.8% | 609 | +14.0% | 0.00% | – |
| Q1 2015 | $48,000 | -28.4% | 534 | -27.1% | 0.00% | – |
| Q4 2014 | $67,000 | +6.3% | 733 | 0.0% | 0.00% | – |
| Q3 2014 | $63,000 | -24.1% | 733 | -25.5% | 0.00% | – |
| Q2 2014 | $83,000 | -60.7% | 984 | -60.5% | 0.00% | – |
| Q1 2014 | $211,000 | +167.1% | 2,488 | +165.0% | 0.00% | – |
| Q4 2013 | $79,000 | -26.9% | 939 | -35.7% | 0.00% | – |
| Q3 2013 | $108,000 | +4.9% | 1,460 | +2.1% | 0.00% | – |
| Q2 2013 | $103,000 | – | 1,430 | – | 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% |