ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 395 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.75 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $680,131 | -51.5% | 1,993 | -50.8% | 0.00% | -40.0% |
| Q2 2023 | $1,401,285 | +8.7% | 4,051 | -4.2% | 0.01% | +66.7% |
| Q1 2023 | $1,288,578 | -23.5% | 4,229 | -35.8% | 0.00% | -72.7% |
| Q4 2022 | $1,685,459 | +138.1% | 6,588 | +132.9% | 0.01% | +22.2% |
| Q3 2022 | $708,000 | -15.6% | 2,829 | -9.2% | 0.01% | 0.0% |
| Q2 2022 | $839,000 | -22.8% | 3,114 | -1.2% | 0.01% | -47.1% |
| Q1 2022 | $1,087,000 | -16.1% | 3,152 | -3.2% | 0.02% | -15.0% |
| Q4 2021 | $1,295,000 | +22.1% | 3,257 | +22.6% | 0.02% | -13.0% |
| Q3 2021 | $1,061,000 | +74.8% | 2,657 | +70.6% | 0.02% | +76.9% |
| Q2 2021 | $607,000 | +36.4% | 1,557 | +19.6% | 0.01% | +18.2% |
| Q1 2021 | $445,000 | -20.0% | 1,302 | -17.1% | 0.01% | -38.9% |
| Q4 2020 | $556,000 | +87.2% | 1,570 | +64.7% | 0.02% | +50.0% |
| Q3 2020 | $297,000 | -12.6% | 953 | -20.4% | 0.01% | -36.8% |
| Q2 2020 | $340,000 | +40.5% | 1,197 | +3.9% | 0.02% | +26.7% |
| Q1 2020 | $242,000 | -63.2% | 1,152 | -59.2% | 0.02% | -55.9% |
| Q4 2019 | $658,000 | +9.5% | 2,826 | +2.8% | 0.03% | -10.5% |
| Q2 2019 | $601,000 | – | 2,749 | – | 0.04% | – |
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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% |