ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $15,015 | -19.6% | 44 | -18.5% | 0.00% | 0.0% |
| Q2 2023 | $18,679 | +39.3% | 54 | +22.7% | 0.00% | 0.0% |
| Q1 2023 | $13,407 | +19.1% | 44 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $11,257 | +2.3% | 44 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | -8.3% | 44 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 44 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | -11.8% | 44 | 0.0% | 0.00% | -50.0% |
| Q4 2021 | $17,000 | -26.1% | 44 | -24.1% | 0.00% | 0.0% |
| Q3 2021 | $23,000 | -20.7% | 58 | -20.5% | 0.00% | -33.3% |
| Q2 2021 | $29,000 | +45.0% | 73 | +23.7% | 0.00% | 0.0% |
| Q1 2021 | $20,000 | 0.0% | 59 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $20,000 | 0.0% | 59 | -10.6% | 0.00% | 0.0% |
| Q3 2020 | $20,000 | +11.1% | 66 | +4.8% | 0.00% | 0.0% |
| Q2 2020 | $18,000 | +38.5% | 63 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $13,000 | +18.2% | 63 | +34.0% | 0.00% | 0.0% |
| Q4 2019 | $11,000 | +10.0% | 47 | 0.0% | 0.00% | -20.0% |
| Q3 2019 | $10,000 | 0.0% | 47 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $10,000 | +11.1% | 47 | 0.0% | 0.01% | +50.0% |
| Q1 2019 | $9,000 | +350.0% | 47 | +235.7% | 0.00% | +300.0% |
| Q4 2018 | $2,000 | -33.3% | 14 | 0.0% | 0.00% | -50.0% |
| Q3 2018 | $3,000 | +50.0% | 14 | 0.0% | 0.00% | +100.0% |
| Q2 2018 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | 0.0% | 14 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | – | 14 | – | 0.00% | – |
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% |