ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $354,684 | +60.4% | 1,039 | +62.6% | 0.03% | +62.5% |
| Q2 2023 | $221,153 | -0.5% | 639 | -12.3% | 0.02% | 0.0% |
| Q1 2023 | $222,224 | +4.7% | 729 | -12.1% | 0.02% | 0.0% |
| Q4 2022 | $212,182 | -0.4% | 829 | -2.8% | 0.02% | -11.1% |
| Q3 2022 | $213,000 | +1.4% | 853 | +9.6% | 0.02% | +5.9% |
| Q2 2022 | $210,000 | -31.6% | 778 | -12.7% | 0.02% | -19.0% |
| Q1 2022 | $307,000 | -18.1% | 891 | -5.5% | 0.02% | -12.5% |
| Q4 2021 | $375,000 | -26.0% | 943 | -27.4% | 0.02% | -40.0% |
| Q2 2021 | $507,000 | +12.2% | 1,299 | -1.9% | 0.04% | -9.1% |
| Q1 2021 | $452,000 | -14.6% | 1,324 | -11.3% | 0.04% | -20.0% |
| Q4 2020 | $529,000 | +10.2% | 1,493 | -3.2% | 0.06% | +48.6% |
| Q3 2020 | $480,000 | +125.4% | 1,542 | +69.1% | 0.04% | +37.0% |
| Q4 2019 | $213,000 | – | 912 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Altus Wealth Management, LLC | 40,077 | $13,824,000 | 9.52% |
| Financial Advantage, Inc. | 30,197 | $10,416,000 | 8.43% |
| Center Lake Capital Management, LLC | 135,000 | $44,946,000 | 8.37% |
| Ardmore Road Asset Management LP | 40,018 | $13,804,000 | 8.26% |
| GPS Wealth Strategies Group, LLC | 84,430 | $29,123,000 | 6.58% |
| 11 Capital Partners LP | 38,900 | $13,418,000 | 4.28% |
| Wellspring Financial Advisors, LLC | 1,378,223 | $13,972,000 | 4.12% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 15,093 | $5,167,000 | 3.98% |
| Fortis Capital Management LLC | 22,000 | $7,589,000 | 3.88% |
| MIRABELLA FINANCIAL SERVICES LLP | 99,672 | $34,380,000 | 3.82% |