ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,009,358 | +63.0% | 8,818 | +65.2% | 1.25% | +13.4% |
| Q2 2023 | $1,846,013 | +309.3% | 5,337 | +370.2% | 1.10% | +453.8% |
| Q4 2021 | $451,000 | -0.4% | 1,135 | 0.0% | 0.20% | -1.5% |
| Q3 2021 | $453,000 | +2.0% | 1,135 | -0.3% | 0.20% | +9.2% |
| Q2 2021 | $444,000 | -27.8% | 1,138 | -36.8% | 0.18% | -32.2% |
| Q1 2021 | $615,000 | -93.1% | 1,801 | -92.8% | 0.27% | -93.8% |
| Q4 2020 | $8,874,000 | – | 25,061 | – | 4.37% | – |
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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% |