ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,119 | -1.3% | 15 | 0.0% | 0.00% | – |
| Q2 2023 | $5,189 | +13.5% | 15 | 0.0% | 0.00% | – |
| Q1 2023 | $4,571 | -28.5% | 15 | -40.0% | 0.00% | -100.0% |
| Q4 2022 | $6,396 | -82.7% | 25 | -87.5% | 0.00% | -83.3% |
| Q2 2018 | $37,000 | +8.8% | 200 | 0.0% | 0.01% | +20.0% |
| Q1 2018 | $34,000 | +9.7% | 200 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $31,000 | – | 200 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Altus Wealth Management, LLC | 49,697 | $19,836,000 | 12.56% |
| Financial Advantage, Inc. | 30,188 | $12,049,000 | 10.46% |
| GPS Wealth Strategies Group, LLC | 63,847 | $25,484,000 | 6.31% |
| MinichMacGregor Wealth Management, LLC | 42,066 | $16,790,000 | 5.65% |
| Covenant Multifamily Offices, LLC | 75,443 | $30,143,000 | 5.41% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 15,093 | $6,024,000 | 4.74% |
| Wellspring Financial Advisors, LLC | 1,417,533 | $15,383,000 | 4.63% |
| MCMILLION CAPITAL MANAGEMENT INC | 18,287 | $7,299,000 | 4.29% |
| SFMG, LLC | 91,649 | $36,581,000 | 4.06% |
| Silverleafe Capital Partners, LLC | 21,770 | $8,689,000 | 3.41% |