ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 375 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.72 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,584,812 | +6.4% | 4,644 | +7.8% | 0.02% | -16.7% |
| Q2 2023 | $1,489,836 | -23.9% | 4,307 | -33.0% | 0.02% | -27.3% |
| Q1 2023 | $1,958,307 | +16.8% | 6,427 | -1.9% | 0.03% | 0.0% |
| Q4 2022 | $1,676,337 | -8.4% | 6,552 | -10.1% | 0.03% | -19.5% |
| Q3 2022 | $1,831,000 | +2.4% | 7,292 | +9.8% | 0.04% | +7.9% |
| Q2 2022 | $1,788,000 | +63.7% | 6,639 | +109.7% | 0.04% | +153.3% |
| Q1 2022 | $1,092,000 | – | 3,166 | – | 0.02% | – |
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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% |