ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 271 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.88 and the average weighting 0.3%.
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 | 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% |