ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 142 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.91 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $3,151,000 | +11.1% | 25,254 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $2,835,000 | -16.8% | 25,254 | -1.2% | 0.00% | +100.0% |
| Q3 2018 | $3,406,000 | +8633.3% | 25,554 | +8418.0% | 0.00% | – |
| Q2 2018 | $39,000 | -98.5% | 300 | -98.5% | 0.00% | -100.0% |
| Q1 2018 | $2,606,000 | +2071.7% | 19,900 | +1321.4% | 0.00% | – |
| Q3 2014 | $120,000 | +1.7% | 1,400 | 0.0% | 0.00% | – |
| Q2 2014 | $118,000 | +16.8% | 1,400 | +16.7% | 0.00% | – |
| Q1 2014 | $101,000 | +1.0% | 1,200 | 0.0% | 0.00% | – |
| Q4 2013 | $100,000 | -43.2% | 1,200 | -50.0% | 0.00% | – |
| Q3 2013 | $176,000 | – | 2,400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Kozak & Associates, Inc. | 86,263 | $14,966,000 | 9.58% |
| Annex Advisory Services, LLC | 596,381 | $115,149,000 | 7.89% |
| Wealthgate Family Office, LLC | 21,923 | $4,233,000 | 6.59% |
| SFI Advisors, LLC | 30,005 | $6,134,000 | 5.42% |
| Signify Wealth | 38,053 | $7,347,000 | 4.56% |
| Lee Financial Group Hawaii, Inc. | 25,373 | $4,899,000 | 3.56% |
| Empowered Funds, LLC | 135,725 | $26,206,000 | 2.96% |
| Diversified, LLC | 27,822 | $5,372,000 | 2.27% |
| SPC Financial, Inc. | 104,197 | $20,118,000 | 2.24% |
| WestEnd Advisors, LLC | 400,417 | $77,312,514,000 | 2.10% |