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 | $78,490 | -1.3% | 230 | 0.0% | 0.00% | – |
| Q2 2023 | $79,559 | +13.5% | 230 | 0.0% | 0.00% | – |
| Q1 2023 | $70,081 | +19.1% | 230 | 0.0% | 0.00% | – |
| Q4 2022 | $58,846 | +1.5% | 230 | 0.0% | 0.00% | – |
| Q3 2022 | $58,000 | -6.5% | 230 | 0.0% | 0.00% | – |
| Q2 2022 | $62,000 | -72.6% | 230 | -64.9% | 0.00% | – |
| Q1 2022 | $226,000 | -33.5% | 655 | -23.4% | 0.00% | – |
| Q4 2021 | $340,000 | -0.3% | 855 | 0.0% | 0.00% | – |
| Q3 2021 | $341,000 | +2.4% | 855 | 0.0% | 0.00% | – |
| Q2 2021 | $333,000 | +12.1% | 855 | -1.7% | 0.00% | – |
| Q1 2021 | $297,000 | +23.8% | 870 | +28.7% | 0.00% | – |
| Q4 2020 | $240,000 | -29.0% | 676 | -37.9% | 0.00% | – |
| Q3 2020 | $338,000 | +77.0% | 1,089 | +67.8% | 0.00% | – |
| Q2 2020 | $191,000 | – | 649 | – | 0.00% | – |
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% |