ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 157 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.19 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $420,000 | -3.4% | 1,057 | -3.0% | 0.12% | +10.6% |
| Q3 2021 | $435,000 | +2.4% | 1,090 | 0.0% | 0.10% | +6.1% |
| Q2 2021 | $425,000 | +14.6% | 1,090 | +0.2% | 0.10% | +7.7% |
| Q1 2021 | $371,000 | -3.6% | 1,088 | 0.0% | 0.09% | -9.9% |
| Q4 2020 | $385,000 | +13.2% | 1,088 | -0.5% | 0.10% | 0.0% |
| Q3 2020 | $340,000 | +9.3% | 1,093 | 0.0% | 0.10% | 0.0% |
| Q2 2020 | $311,000 | +35.2% | 1,093 | +0.1% | 0.10% | +16.1% |
| Q1 2020 | $230,000 | -43.1% | 1,092 | -37.0% | 0.09% | -38.7% |
| Q4 2019 | $404,000 | -0.5% | 1,734 | -9.5% | 0.14% | +8.4% |
| Q3 2019 | $406,000 | -2.4% | 1,915 | +0.6% | 0.13% | 0.0% |
| Q2 2019 | $416,000 | +1.0% | 1,903 | -2.5% | 0.13% | +12.0% |
| Q1 2019 | $412,000 | +37.3% | 1,952 | +13.0% | 0.12% | +2.6% |
| Q4 2018 | $300,000 | -33.2% | 1,727 | -21.1% | 0.11% | -25.5% |
| Q3 2018 | $449,000 | +9.2% | 2,190 | -2.7% | 0.15% | -3.2% |
| Q2 2018 | $411,000 | +48.9% | 2,250 | +38.5% | 0.16% | +45.0% |
| Q1 2018 | $276,000 | – | 1,625 | – | 0.11% | – |
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% |