ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 139 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 4.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $667 | -8.0% | 4,313 | -6.1% | 0.11% | +4.9% |
| Q2 2023 | $725 | -4.9% | 4,591 | -9.0% | 0.10% | -1.9% |
| Q1 2023 | $762 | -12.0% | 5,045 | -8.2% | 0.10% | -2.8% |
| Q4 2022 | $866 | -99.9% | 5,496 | -8.8% | 0.11% | +0.9% |
| Q3 2022 | $851,000 | -11.1% | 6,025 | -6.7% | 0.11% | -10.1% |
| Q2 2022 | $957,000 | -24.2% | 6,457 | -7.8% | 0.12% | -9.2% |
| Q1 2022 | $1,263,000 | +19.5% | 7,005 | +28.0% | 0.13% | +23.6% |
| Q4 2021 | $1,057,000 | -81.5% | 5,473 | -87.2% | 0.11% | -92.4% |
| Q3 2018 | $5,709,000 | -10.4% | 42,830 | -12.9% | 1.39% | -20.3% |
| Q2 2018 | $6,373,000 | -15.0% | 49,170 | -14.1% | 1.74% | -10.2% |
| Q1 2018 | $7,494,000 | -0.8% | 57,220 | -1.2% | 1.94% | +17.4% |
| Q4 2017 | $7,553,000 | +6.8% | 57,900 | -1.8% | 1.65% | +2.9% |
| Q3 2017 | $7,069,000 | +18.0% | 58,980 | +11.6% | 1.61% | +12.8% |
| Q2 2017 | $5,992,000 | +1.1% | 52,850 | -2.7% | 1.42% | +2.3% |
| Q1 2017 | $5,927,000 | +4.1% | 54,330 | +1.4% | 1.39% | -8.4% |
| Q4 2016 | $5,695,000 | +22.4% | 53,595 | +1.1% | 1.52% | +38.5% |
| Q3 2016 | $4,654,000 | -24.0% | 53,035 | -30.2% | 1.10% | -23.2% |
| Q2 2016 | $6,121,000 | -32.0% | 75,935 | -20.7% | 1.43% | -19.0% |
| Q2 2015 | $9,002,000 | +4446.5% | 95,790 | +2990.0% | 1.76% | +4802.8% |
| Q1 2015 | $198,000 | -97.1% | 3,100 | -95.9% | 0.04% | -97.6% |
| Q4 2014 | $6,937,000 | +18.0% | 75,540 | +10.6% | 1.47% | +7.7% |
| Q3 2014 | $5,877,000 | +65.6% | 68,295 | +62.5% | 1.37% | +56.9% |
| Q2 2014 | $3,548,000 | +5.8% | 42,025 | +1.5% | 0.87% | -4.7% |
| Q1 2014 | $3,353,000 | +93.8% | 41,400 | +97.9% | 0.92% | +72.6% |
| Q4 2013 | $1,730,000 | – | 20,920 | – | 0.53% | – |
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% |