ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 379 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.4%.
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% | – |
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% |