ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 408 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.15 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,746,710 | +276.1% | 19,770 | +329.8% | 0.02% | +200.0% |
| Q2 2021 | $1,794,000 | -80.9% | 4,600 | -86.1% | 0.01% | -91.2% |
| Q2 2020 | $9,409,000 | +452.5% | 33,100 | +101.8% | 0.06% | +1.8% |
| Q4 2015 | $1,703,000 | +28.5% | 16,400 | +17.1% | 0.06% | +3.7% |
| Q3 2015 | $1,325,000 | +33.2% | 14,000 | +40.0% | 0.05% | +68.8% |
| Q2 2015 | $995,000 | +26.3% | 10,000 | +22.0% | 0.03% | +18.5% |
| Q1 2015 | $788,000 | +153.4% | 8,200 | +144.6% | 0.03% | +145.5% |
| Q4 2014 | $311,000 | +20.5% | 3,352 | +12.4% | 0.01% | +22.2% |
| Q3 2014 | $258,000 | +0.8% | 2,982 | 0.0% | 0.01% | +50.0% |
| Q2 2014 | $256,000 | – | 2,982 | – | 0.01% | – |
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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% |