ISHARES TR's ticker is IGF and the CUSIP is 464288372. A total of 277 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $502,352 | -10.4% | 10,677 | -17.5% | 0.11% | -17.6% |
| Q3 2023 | $560,389 | -20.9% | 12,945 | -14.3% | 0.13% | -18.6% |
| Q2 2023 | $708,804 | +4.3% | 15,097 | +5.9% | 0.16% | -0.6% |
| Q1 2023 | $679,725 | +159086.2% | 14,250 | +53.1% | 0.16% | +55.8% |
| Q4 2022 | $427 | -99.9% | 9,307 | -0.2% | 0.10% | +3.0% |
| Q3 2022 | $390,000 | +10.2% | 9,325 | +23.2% | 0.10% | +20.2% |
| Q2 2022 | $354,000 | +5.0% | 7,568 | +14.0% | 0.08% | +33.3% |
| Q1 2022 | $337,000 | – | 6,638 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Column Capital Advisors, LLC | 1,622,507 | $55,892,622 | 8.22% |
| Heartland Bank & Trust Co | 146,212 | $6,329,518 | 5.00% |
| Forefront Analytics, LLC | 145,421 | $6,295,138 | 3.57% |
| Independent Order of Foresters | 82,790 | $3,583,979 | 2.56% |
| Waldron Private Wealth LLC | 710,307 | $30,749 | 1.60% |
| FSM Wealth Advisors, LLC | 72,426 | $3,135,337 | 1.58% |
| Stelac Advisory Services LLC | 51,927 | $2,254,719 | 1.23% |
| FORTE ASSET MANAGEMENT LLC | 40,643 | $1,759,422 | 1.18% |
| Money Design Co.,Ltd. | 444,719 | $19,252 | 1.17% |
| Beta Wealth Group, Inc. | 42,808 | $1,853,145 | 1.10% |