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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,124,208 | +22.4% | 3,250 | +7.8% | 0.43% | -14.6% |
| Q1 2023 | $918,366 | +11.2% | 3,014 | -6.6% | 0.50% | +21.1% |
| Q4 2022 | $825,628 | -17.5% | 3,227 | -19.3% | 0.41% | +17.3% |
| Q3 2022 | $1,001,000 | -7.1% | 4,000 | 0.0% | 0.35% | -25.3% |
| Q2 2022 | $1,078,000 | +45.7% | 4,000 | +86.6% | 0.47% | +36.1% |
| Q1 2022 | $740,000 | -71.9% | 2,144 | -72.2% | 0.35% | -21.4% |
| Q1 2021 | $2,629,000 | +642.7% | 7,700 | +670.0% | 0.44% | +1122.2% |
| Q4 2020 | $354,000 | – | 1,000 | – | 0.04% | – |
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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% |