ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 273 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 2.96 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,982,000 | +15.0% | 7,500 | +15.4% | 0.08% | +15.2% |
| Q3 2021 | $2,594,000 | +16.7% | 6,500 | +14.0% | 0.07% | 0.0% |
| Q2 2021 | $2,223,000 | -14.3% | 5,700 | -25.0% | 0.07% | 0.0% |
| Q1 2021 | $2,595,000 | +33.2% | 7,600 | +38.2% | 0.07% | +32.0% |
| Q4 2020 | $1,948,000 | +34.3% | 5,500 | -11.6% | 0.05% | -9.1% |
| Q4 2019 | $1,451,000 | -87.2% | 6,225 | -91.7% | 0.06% | -89.3% |
| Q3 2019 | $11,366,000 | – | 74,700 | – | 0.51% | – |
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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% |