ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 116 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.40 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $574,000 | +12.1% | 3,000 | -34.8% | 0.00% | 0.0% |
| Q4 2018 | $512,000 | +33.3% | 4,600 | +59.7% | 0.00% | 0.0% |
| Q3 2018 | $384,000 | -65.5% | 2,881 | -66.1% | 0.00% | -66.7% |
| Q2 2018 | $1,113,000 | 0.0% | 8,500 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,113,000 | -13.7% | 8,500 | -14.1% | 0.00% | -25.0% |
| Q4 2017 | $1,290,000 | +58.9% | 9,890 | +46.0% | 0.00% | +33.3% |
| Q3 2017 | $812,000 | -46.6% | 6,773 | -49.5% | 0.00% | -57.1% |
| Q2 2017 | $1,521,000 | -21.2% | 13,403 | -23.6% | 0.01% | -36.4% |
| Q1 2017 | $1,930,000 | +207.8% | 17,546 | +197.4% | 0.01% | +266.7% |
| Q4 2016 | $627,000 | +81.2% | 5,900 | +47.5% | 0.00% | +50.0% |
| Q3 2016 | $346,000 | -35.2% | 4,000 | -40.3% | 0.00% | -33.3% |
| Q2 2016 | $534,000 | – | 6,700 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Wealthgate Family Office, LLC | 18,417 | $2,909,708 | 8.51% |
| Kozak & Associates, Inc. | 66,588 | $10,608,204 | 4.28% |
| SAM Advisors, LLC | 41,539 | $6,562,747 | 2.73% |
| RiverFront Investment Group, LLC | 463,841 | $73,282 | 2.39% |
| ARKANSAS FINANCIAL GROUP, INC. | 48,139 | $7,605,500 | 1.52% |
| Financial Freedom, LLC | 12,325 | $1,947,167 | 1.36% |
| Baltimore-Washington Financial Advisors, Inc. | 107,464 | $16,978,172 | 1.35% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40,881 | $6,458,789 | 1.22% |
| COTTONWOOD CAPITAL ADVISORS, LLC | 6,331 | $1,000,194 | 0.92% |
| Snider Financial Group | 11,249 | $1,777,294 | 0.85% |