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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,049,491 | -55.0% | 3,034 | -60.3% | 0.87% | +37.1% |
| Q1 2023 | $2,331,262 | -24.1% | 7,651 | -36.2% | 0.64% | -56.6% |
| Q4 2022 | $3,070,208 | +0.0% | 12,000 | +33.5% | 1.47% | +15.6% |
| Q1 2021 | $3,070,000 | +1.8% | 8,992 | +5.6% | 1.27% | -1.8% |
| Q4 2020 | $3,015,000 | – | 8,515 | – | 1.29% | – |
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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% |