ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 405 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $578,777 | -5.7% | 1,696 | -4.4% | 0.21% | -2.4% |
| Q2 2023 | $613,644 | +10.1% | 1,774 | -3.0% | 0.21% | +6.0% |
| Q1 2023 | $557,296 | +21.4% | 1,829 | +2.0% | 0.20% | +18.5% |
| Q4 2022 | $458,995 | +28.6% | 1,794 | +25.5% | 0.17% | +15.1% |
| Q3 2022 | $357,000 | -0.8% | 1,429 | +7.0% | 0.15% | +4.3% |
| Q2 2022 | $360,000 | -20.7% | 1,335 | +1.5% | 0.14% | -7.9% |
| Q1 2022 | $454,000 | -5.4% | 1,315 | +8.9% | 0.15% | +1.3% |
| Q4 2021 | $480,000 | -7.7% | 1,207 | -7.3% | 0.15% | -14.8% |
| Q3 2021 | $520,000 | +0.4% | 1,302 | -1.9% | 0.18% | +0.6% |
| Q2 2021 | $518,000 | +20.2% | 1,327 | +5.2% | 0.18% | +12.2% |
| Q1 2021 | $431,000 | -4.6% | 1,262 | -1.2% | 0.16% | -12.8% |
| Q4 2020 | $452,000 | +7.1% | 1,277 | -5.9% | 0.18% | -6.3% |
| Q3 2020 | $422,000 | +7.4% | 1,357 | -1.8% | 0.19% | +1.6% |
| Q2 2020 | $393,000 | +39.4% | 1,382 | +3.0% | 0.19% | +15.3% |
| Q1 2020 | $282,000 | +25.9% | 1,342 | +39.8% | 0.16% | +68.0% |
| Q4 2019 | $224,000 | – | 960 | – | 0.10% | – |
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% |