SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC - ISHARES TR ownership

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
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$7,934,000
+24.2%
23,000
+43.8%
0.28%
+41.0%
Q3 2021$6,386,000
-18.1%
16,000
-20.0%
0.20%
-28.1%
Q2 2021$7,801,000
+14.0%
20,000
-9.1%
0.28%
-19.0%
Q3 2020$6,845,00022,0000.34%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders