ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 280 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,680,531 | +34.6% | 246,721 | +46.0% | 0.24% | +38.1% |
| Q2 2023 | $7,935,765 | +11.1% | 169,026 | +12.9% | 0.18% | +2.9% |
| Q1 2023 | $7,143,903 | +47.3% | 149,767 | +49.2% | 0.17% | +28.6% |
| Q4 2022 | $4,851,263 | +175.8% | 100,400 | +138.8% | 0.13% | +98.5% |
| Q3 2022 | $1,759,000 | +214.1% | 42,051 | +251.0% | 0.07% | +252.6% |
| Q2 2022 | $560,000 | – | 11,979 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Column Capital Advisors, LLC | 1,622,507 | $55,892,622 | 8.22% |
| Heartland Bank & Trust Co | 146,212 | $6,329,518 | 5.00% |
| Forefront Analytics, LLC | 145,421 | $6,295,138 | 3.57% |
| Independent Order of Foresters | 82,790 | $3,583,979 | 2.56% |
| Waldron Private Wealth LLC | 710,307 | $30,749 | 1.60% |
| FSM Wealth Advisors, LLC | 72,426 | $3,135,337 | 1.58% |
| Stelac Advisory Services LLC | 51,927 | $2,254,719 | 1.23% |
| FORTE ASSET MANAGEMENT LLC | 40,643 | $1,759,422 | 1.18% |
| Money Design Co.,Ltd. | 444,719 | $19,252 | 1.17% |
| Beta Wealth Group, Inc. | 42,808 | $1,853,145 | 1.10% |