ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 74 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $26,000 | +13.0% | 66 | 0.0% | 0.01% | +40.0% |
| Q1 2021 | $23,000 | 0.0% | 66 | 0.0% | 0.01% | -9.1% |
| Q4 2020 | $23,000 | +9.5% | 66 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $21,000 | +10.5% | 66 | 0.0% | 0.01% | +10.0% |
| Q2 2020 | $19,000 | +35.7% | 66 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $14,000 | – | 66 | -86.8% | 0.01% | – |
| Q4 2019 | $0 | -100.0% | 500 | +66.7% | 0.00% | -100.0% |
| Q1 2018 | $51,000 | +10.9% | 300 | 0.0% | 0.02% | +15.4% |
| Q4 2017 | $46,000 | +4.5% | 300 | 0.0% | 0.01% | -13.3% |
| Q3 2017 | $44,000 | +7.3% | 300 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $41,000 | -4.7% | 300 | -40.0% | 0.02% | -31.8% |
| Q3 2014 | $43,000 | 0.0% | 500 | 0.0% | 0.02% | +4.8% |
| Q2 2014 | $43,000 | +2.4% | 500 | 0.0% | 0.02% | +61.5% |
| Q1 2014 | $42,000 | +2.4% | 500 | 0.0% | 0.01% | -7.1% |
| Q4 2013 | $41,000 | – | 500 | – | 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% |