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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,184,513 | -1.3% | 3,471 | 0.0% | 0.01% | +7.7% |
| Q2 2023 | $1,200,654 | +13.5% | 3,471 | 0.0% | 0.01% | +8.3% |
| Q1 2023 | $1,057,614 | +31.9% | 3,471 | +8.5% | 0.01% | +20.0% |
| Q3 2022 | $802,000 | -5.4% | 3,199 | +1.8% | 0.01% | 0.0% |
| Q2 2022 | $848,000 | -6.8% | 3,141 | +19.0% | 0.01% | 0.0% |
| Q1 2022 | $910,000 | -13.5% | 2,639 | -0.2% | 0.01% | 0.0% |
| Q4 2021 | $1,052,000 | -3.6% | 2,643 | -3.3% | 0.01% | -16.7% |
| Q3 2021 | $1,091,000 | +9.1% | 2,733 | +6.4% | 0.01% | +20.0% |
| Q2 2021 | $1,000,000 | +167.4% | 2,568 | +143.0% | 0.01% | +150.0% |
| Q4 2020 | $374,000 | -0.8% | 1,057 | -12.7% | 0.00% | -20.0% |
| Q3 2020 | $377,000 | +498.4% | 1,211 | +450.5% | 0.01% | +400.0% |
| Q2 2020 | $63,000 | -94.2% | 220 | -95.7% | 0.00% | -93.3% |
| Q1 2020 | $1,082,000 | – | 5,146 | – | 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% |