ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 145 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.48 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $95,374 | -2.1% | 617 | 0.0% | 0.00% | – |
Q2 2023 | $97,440 | +4.8% | 617 | +0.2% | 0.00% | – |
Q1 2023 | $92,983 | -23.2% | 616 | -19.9% | 0.00% | -100.0% |
Q4 2022 | $121,106 | +12.1% | 769 | +0.1% | 0.00% | – |
Q3 2022 | $108,000 | -5.3% | 768 | +0.1% | 0.00% | -100.0% |
Q2 2022 | $114,000 | -17.4% | 767 | +0.1% | 0.00% | – |
Q1 2022 | $138,000 | -8.0% | 766 | -1.3% | 0.00% | – |
Q4 2021 | $150,000 | +2.7% | 776 | +0.1% | 0.00% | – |
Q3 2021 | $146,000 | +111.6% | 775 | +109.5% | 0.00% | – |
Q2 2021 | $69,000 | +115.6% | 370 | +97.9% | 0.00% | – |
Q1 2021 | $32,000 | -38.5% | 187 | -46.1% | 0.00% | – |
Q4 2020 | $52,000 | +23.8% | 347 | 0.0% | 0.00% | – |
Q3 2020 | $42,000 | +2000.0% | 347 | +2791.7% | 0.00% | – |
Q4 2019 | $2,000 | 0.0% | 12 | +9.1% | 0.00% | – |
Q3 2019 | $2,000 | -80.0% | 11 | -85.1% | 0.00% | – |
Q2 2019 | $10,000 | +11.1% | 74 | 0.0% | 0.00% | – |
Q1 2019 | $9,000 | +12.5% | 74 | 0.0% | 0.00% | – |
Q4 2018 | $8,000 | -20.0% | 74 | 0.0% | 0.00% | – |
Q3 2018 | $10,000 | 0.0% | 74 | 0.0% | 0.00% | – |
Q2 2018 | $10,000 | +900.0% | 74 | +572.7% | 0.00% | – |
Q1 2018 | $1,000 | – | 11 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Wealthgate Family Office, LLC | 18,417 | $2,848,010 | 8.85% |
Kozak & Associates, Inc. | 79,445 | $12,194,807 | 4.46% |
SAM Advisors, LLC | 41,000 | $6,340,240 | 2.75% |
RiverFront Investment Group, LLC | 453,505 | $70,129 | 2.49% |
ARKANSAS FINANCIAL GROUP, INC. | 47,871 | $7,402,790 | 1.51% |
Baltimore-Washington Financial Advisors, Inc. | 110,214 | $17,043,566 | 1.38% |
Financial Freedom, LLC | 11,268 | $1,742,416 | 1.24% |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 39,526 | $6,112,301 | 1.20% |
COTTONWOOD CAPITAL ADVISORS, LLC | 6,001 | $927,955 | 0.87% |
Snider Financial Group | 11,249 | $1,739,609 | 0.84% |