ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 404 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $22,138 | +13.5% | 64 | 0.0% | 0.01% | +10.0% |
| Q1 2023 | $19,501 | +19.1% | 64 | 0.0% | 0.01% | +11.1% |
| Q4 2022 | $16,374 | -79.3% | 64 | -79.6% | 0.01% | -80.4% |
| Q3 2022 | $79,000 | -7.1% | 314 | 0.0% | 0.05% | -13.2% |
| Q2 2022 | $85,000 | -21.3% | 314 | 0.0% | 0.05% | 0.0% |
| Q1 2022 | $108,000 | -53.6% | 314 | -46.5% | 0.05% | -51.8% |
| Q4 2021 | $233,000 | -11.7% | 587 | -11.3% | 0.11% | -33.3% |
| Q3 2021 | $264,000 | +1.9% | 662 | -0.2% | 0.16% | +3.8% |
| Q2 2021 | $259,000 | +10.2% | 663 | -3.6% | 0.16% | -8.1% |
| Q1 2021 | $235,000 | +7.3% | 688 | +11.3% | 0.17% | -3.9% |
| Q4 2020 | $219,000 | +14.1% | 618 | 0.0% | 0.18% | -4.8% |
| Q3 2020 | $192,000 | – | 618 | – | 0.19% | – |
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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% |