ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 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 | 21,952 | $3,313,940 | 9.53% |
| Kozak & Associates, Inc. | 65,014 | $9,814,483 | 4.41% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 37,383 | $5,643,338 | 3.49% |
| SAM Advisors, LLC | 38,816 | $5,859,663 | 2.63% |
| Snider Financial Group | 30,327 | $4,578,226 | 2.44% |
| RiverFront Investment Group, LLC | 439,196 | $66,301,152 | 2.34% |
| ARKANSAS FINANCIAL GROUP, INC. | 45,791 | $6,912,628 | 1.44% |
| Financial Freedom, LLC | 12,171 | $1,837,361 | 1.34% |
| Vahanian & Associates Financial Planning Inc. | 3,095 | $467,221 | 1.30% |
| Quantitative Advantage, LLC | 58,787 | $8,874,441 | 1.29% |