ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,923,306 | -4.8% | 20,287 | -3.5% | 0.02% | 0.0% |
| Q2 2023 | $7,274,284 | +107667.2% | 21,029 | -5.1% | 0.02% | -5.0% |
| Q1 2023 | $6,750 | +21.1% | 22,152 | +1.7% | 0.02% | +11.1% |
| Q4 2022 | $5,572 | -99.9% | 21,779 | -2.4% | 0.02% | -18.2% |
| Q3 2022 | $5,579,000 | -7.6% | 22,305 | -0.4% | 0.02% | -12.0% |
| Q2 2022 | $6,036,000 | -20.8% | 22,387 | +1.4% | 0.02% | -13.8% |
| Q1 2022 | $7,617,000 | -5.5% | 22,085 | +8.9% | 0.03% | -14.7% |
| Q4 2021 | $8,061,000 | -1.3% | 20,271 | -1.0% | 0.03% | -20.9% |
| Q3 2021 | $8,171,000 | – | 20,470 | – | 0.04% | – |
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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% |