ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 187 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.39 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $400,656 | +44.1% | 1,158 | +43.5% | 0.01% | -60.0% |
| Q1 2022 | $278,000 | -13.9% | 807 | -0.6% | 0.02% | -13.0% |
| Q4 2021 | $323,000 | +4.5% | 812 | +4.8% | 0.02% | -14.8% |
| Q3 2021 | $309,000 | +26.1% | 775 | +23.2% | 0.03% | +22.7% |
| Q2 2021 | $245,000 | -51.5% | 629 | -57.5% | 0.02% | -57.7% |
| Q1 2021 | $505,000 | -48.7% | 1,479 | -46.8% | 0.05% | -54.4% |
| Q4 2020 | $984,000 | +13.8% | 2,779 | 0.0% | 0.11% | -5.8% |
| Q3 2020 | $865,000 | +28.3% | 2,779 | +17.2% | 0.12% | +13.1% |
| Q2 2020 | $674,000 | +34.5% | 2,371 | +4.1% | 0.11% | +15.1% |
| Q1 2020 | $501,000 | -10.9% | 2,278 | -3.1% | 0.09% | -19.1% |
| Q4 2019 | $562,000 | +9.6% | 2,350 | 0.0% | 0.12% | -4.2% |
| Q3 2019 | $513,000 | 0.0% | 2,350 | 0.0% | 0.12% | 0.0% |
| Q2 2019 | $513,000 | -0.2% | 2,350 | 0.0% | 0.12% | 0.0% |
| Q1 2019 | $514,000 | +15.8% | 2,350 | 0.0% | 0.12% | +6.2% |
| Q4 2018 | $444,000 | – | 2,350 | – | 0.11% | – |
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% |