ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 272 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 5.36 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $319,642 | +3.4% | 1,249 | +1.0% | 0.25% | -1.2% |
| Q3 2022 | $309,000 | -7.2% | 1,237 | +0.2% | 0.25% | -0.8% |
| Q2 2022 | $333,000 | -23.8% | 1,235 | -2.5% | 0.26% | -11.8% |
| Q1 2022 | $437,000 | -35.3% | 1,267 | -25.3% | 0.29% | -34.2% |
| Q4 2021 | $675,000 | -3.4% | 1,697 | -3.1% | 0.44% | +0.5% |
| Q3 2021 | $699,000 | +1.7% | 1,751 | -0.7% | 0.44% | +5.8% |
| Q2 2021 | $687,000 | -16.0% | 1,763 | -26.4% | 0.41% | -23.7% |
| Q1 2021 | $818,000 | +0.7% | 2,396 | +4.5% | 0.54% | -7.5% |
| Q4 2020 | $812,000 | +29.5% | 2,293 | +15.4% | 0.58% | +16.1% |
| Q3 2020 | $627,000 | +11.2% | 1,987 | +2.7% | 0.50% | +14.0% |
| Q2 2020 | $564,000 | +52.4% | 1,935 | +9.8% | 0.44% | +20.8% |
| Q1 2020 | $370,000 | +527.1% | 1,763 | +596.8% | 0.37% | +662.5% |
| Q4 2019 | $59,000 | – | 253 | – | 0.05% | – |
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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% |