ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 155 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
---|---|---|---|
Annex Advisory Services, LLC | 610,214 | $114,834,000 | 9.39% |
Kozak & Associates, Inc. | 77,484 | $15,597,000 | 9.22% |
Wealthgate Family Office, LLC | 21,919 | $4,125,000 | 6.34% |
RiverFront Investment Group, LLC | 573,443 | $107,910,000 | 3.60% |
Diversified, LLC | 27,250 | $5,128,000 | 2.73% |
SPC Financial, Inc. | 103,208 | $19,422,000 | 2.41% |
WestEnd Advisors, LLC | 379,382 | $71,392,104,000 | 2.15% |
Quantitative Advantage, LLC | 61,385 | $11,551,000 | 1.96% |
ARKANSAS FINANCIAL GROUP, INC. | 41,647 | $7,837,000 | 1.72% |
Kesler, Norman & Wride, LLC | 37,628 | $7,081,000 | 1.67% |