ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 405 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.97 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,338,366 | +3.7% | 15,643 | +5.1% | 0.08% | +7.1% |
| Q2 2023 | $5,149,253 | +9.5% | 14,886 | -3.6% | 0.07% | 0.0% |
| Q1 2023 | $4,703,357 | +12.1% | 15,436 | -5.9% | 0.07% | +4.5% |
| Q4 2022 | $4,197,482 | -7.3% | 16,406 | -9.4% | 0.07% | -14.1% |
| Q3 2022 | $4,530,394 | +220.6% | 18,112 | +245.4% | 0.08% | +188.9% |
| Q2 2022 | $1,413,000 | -71.0% | 5,244 | -62.8% | 0.03% | -66.7% |
| Q1 2022 | $4,868,000 | – | 14,111 | – | 0.08% | – |
Download | ||||||
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% |