ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,255 | -1.3% | 200 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $69,185 | +30.5% | 200 | +14.9% | 0.00% | 0.0% |
| Q1 2023 | $53,020 | +67.1% | 174 | +40.3% | 0.00% | – |
| Q4 2022 | $31,726 | +67.0% | 124 | +67.6% | 0.00% | – |
| Q3 2022 | $19,000 | -5.0% | 74 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -23.1% | 74 | 0.0% | 0.00% | – |
| Q1 2022 | $26,000 | -10.3% | 74 | 0.0% | 0.00% | – |
| Q4 2021 | $29,000 | -3.3% | 74 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $30,000 | +3.4% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $29,000 | +16.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $25,000 | -3.8% | 74 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | +13.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $23,000 | +9.5% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $21,000 | +10.5% | 74 | -18.7% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | +11.8% | 91 | +23.0% | 0.00% | 0.0% |
| Q4 2019 | $17,000 | +6.2% | 74 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 74 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $16,000 | +166.7% | 74 | +131.2% | 0.00% | – |
| Q4 2018 | $6,000 | -14.3% | 32 | 0.0% | 0.00% | – |
| Q3 2018 | $7,000 | +16.7% | 32 | 0.0% | 0.00% | – |
| Q2 2018 | $6,000 | +20.0% | 32 | 0.0% | 0.00% | – |
| Q1 2018 | $5,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q4 2017 | $5,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q3 2017 | $5,000 | +25.0% | 32 | 0.0% | 0.00% | – |
| Q2 2017 | $4,000 | 0.0% | 32 | 0.0% | 0.00% | – |
| Q1 2017 | $4,000 | – | 32 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Altus Wealth Management, LLC | 40,077 | $13,824,000 | 9.52% |
| Financial Advantage, Inc. | 30,197 | $10,416,000 | 8.43% |
| Center Lake Capital Management, LLC | 135,000 | $44,946,000 | 8.37% |
| Ardmore Road Asset Management LP | 40,018 | $13,804,000 | 8.26% |
| GPS Wealth Strategies Group, LLC | 84,430 | $29,123,000 | 6.58% |
| 11 Capital Partners LP | 38,900 | $13,418,000 | 4.28% |
| Wellspring Financial Advisors, LLC | 1,378,223 | $13,972,000 | 4.12% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 15,093 | $5,167,000 | 3.98% |
| Fortis Capital Management LLC | 22,000 | $7,589,000 | 3.88% |
| MIRABELLA FINANCIAL SERVICES LLP | 99,672 | $34,380,000 | 3.82% |