ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 229 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.56 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $208,000 | -18.4% | 1,324 | -23.0% | 0.00% | 0.0% |
| Q2 2022 | $255,000 | -93.8% | 1,719 | -92.4% | 0.00% | -92.9% |
| Q1 2022 | $4,089,000 | -16.2% | 22,675 | -10.3% | 0.03% | -12.5% |
| Q4 2021 | $4,879,000 | +28.3% | 25,269 | +25.0% | 0.03% | +18.5% |
| Q3 2021 | $3,803,000 | +745.1% | 20,208 | +731.3% | 0.03% | +800.0% |
| Q2 2021 | $450,000 | – | 2,431 | – | 0.00% | – |
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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% |