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 | $236,584 | +3.6% | 660 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $228,301 | -21.3% | 660 | -19.5% | 0.08% | -48.6% |
| Q4 2020 | $290,000 | +21.8% | 820 | +7.0% | 0.15% | +8.0% |
| Q3 2020 | $238,000 | -13.1% | 766 | -20.5% | 0.14% | -35.4% |
| Q2 2020 | $274,000 | +35.0% | 963 | 0.0% | 0.21% | +9.8% |
| Q1 2020 | $203,000 | -72.5% | 963 | -69.6% | 0.19% | -67.6% |
| Q4 2019 | $738,000 | – | 3,166 | – | 0.60% | – |
Download | ||||||
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% |