ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 420 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,069,245 | 0.0% | 3,108 | 0.0% | 0.18% | 0.0% |
| Q2 2023 | $1,069,245 | -31.7% | 3,108 | -31.5% | 0.18% | -26.3% |
| Q1 2022 | $1,565,000 | -1.8% | 4,537 | +13.2% | 0.25% | +5.1% |
| Q4 2021 | $1,593,000 | +81.4% | 4,007 | +82.1% | 0.24% | +51.6% |
| Q3 2021 | $878,000 | +2.7% | 2,201 | +0.4% | 0.16% | -9.4% |
| Q2 2021 | $855,000 | -1.7% | 2,193 | -13.9% | 0.17% | -16.6% |
| Q1 2021 | $870,000 | -15.4% | 2,548 | -12.2% | 0.20% | -18.7% |
| Q4 2020 | $1,028,000 | -13.4% | 2,902 | -23.9% | 0.25% | -13.7% |
| Q3 2020 | $1,187,000 | – | 3,814 | – | 0.29% | – |
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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% |