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 2020 | $513,000 | +13.7% | 1,450 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $451,000 | -3.0% | 1,450 | -11.4% | 0.02% | -15.4% |
| Q2 2020 | $465,000 | +52.5% | 1,636 | +12.8% | 0.03% | +36.8% |
| Q1 2020 | $305,000 | -9.8% | 1,450 | 0.0% | 0.02% | +11.8% |
| Q4 2019 | $338,000 | +10.1% | 1,450 | 0.0% | 0.02% | +6.2% |
| Q3 2019 | $307,000 | -3.2% | 1,450 | 0.0% | 0.02% | -11.1% |
| Q2 2019 | $317,000 | +3.6% | 1,450 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $306,000 | +21.4% | 1,450 | 0.0% | 0.02% | +5.9% |
| Q4 2018 | $252,000 | -15.2% | 1,450 | 0.0% | 0.02% | -5.6% |
| Q3 2018 | $297,000 | +12.1% | 1,450 | 0.0% | 0.02% | +12.5% |
| Q2 2018 | $265,000 | +7.7% | 1,450 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $246,000 | +9.8% | 1,450 | 0.0% | 0.02% | +14.3% |
| Q4 2017 | $224,000 | +5.7% | 1,450 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $212,000 | – | 1,450 | – | 0.01% | – |
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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% |