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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $241,000 | -38.8% | 960 | -3.1% | 0.01% | -25.0% |
| Q4 2021 | $394,000 | +23.5% | 991 | +24.0% | 0.01% | +14.3% |
| Q3 2021 | $319,000 | +24.1% | 799 | +21.2% | 0.01% | +16.7% |
| Q2 2021 | $257,000 | +24.2% | 659 | +8.9% | 0.01% | +20.0% |
| Q1 2021 | $207,000 | -13.4% | 605 | -10.2% | 0.01% | -16.7% |
| Q4 2020 | $239,000 | +9.1% | 674 | -4.3% | 0.01% | -14.3% |
| Q3 2020 | $219,000 | – | 704 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Altus Wealth Management, LLC | 40,077 | $13,824,000 | 9.52% |
| Financial Advantage, Inc. | 30,197 | $10,416,000 | 8.43% |
| Center Lake Capital Management, LLC | 135,000 | $44,946,000 | 8.37% |
| Ardmore Road Asset Management LP | 40,018 | $13,804,000 | 8.26% |
| GPS Wealth Strategies Group, LLC | 84,430 | $29,123,000 | 6.58% |
| 11 Capital Partners LP | 38,900 | $13,418,000 | 4.28% |
| Wellspring Financial Advisors, LLC | 1,378,223 | $13,972,000 | 4.12% |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 15,093 | $5,167,000 | 3.98% |
| Fortis Capital Management LLC | 22,000 | $7,589,000 | 3.88% |
| MIRABELLA FINANCIAL SERVICES LLP | 99,672 | $34,380,000 | 3.82% |