ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 109 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.58 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,496 | +7.3% | 89,364 | +8.7% | 0.17% | +7.6% |
| Q2 2023 | $28,431 | +144.8% | 82,193 | +115.7% | 0.16% | +91.5% |
| Q1 2023 | $11,613 | +28.9% | 38,114 | +8.2% | 0.08% | +39.0% |
| Q4 2022 | $9,011 | -99.9% | 35,220 | +12.2% | 0.06% | -1.7% |
| Q3 2022 | $7,853,000 | -17.9% | 31,395 | -11.5% | 0.06% | -17.8% |
| Q2 2022 | $9,567,000 | -20.5% | 35,486 | +1.7% | 0.07% | -14.1% |
| Q1 2022 | $12,040,000 | -15.8% | 34,905 | -2.9% | 0.08% | -17.5% |
| Q4 2021 | $14,293,000 | -4.1% | 35,945 | -3.8% | 0.10% | -13.4% |
| Q3 2021 | $14,909,000 | +68.0% | 37,353 | +64.1% | 0.12% | +58.7% |
| Q2 2021 | $8,876,000 | +12.7% | 22,757 | -1.3% | 0.08% | 0.0% |
| Q1 2021 | $7,876,000 | -53.7% | 23,067 | -51.9% | 0.08% | -58.8% |
| Q4 2020 | $16,994,000 | -46.7% | 47,993 | -53.2% | 0.18% | -54.5% |
| Q3 2020 | $31,881,000 | +8.0% | 102,473 | -1.3% | 0.40% | +1.3% |
| Q2 2020 | $29,511,000 | +203.5% | 103,820 | +124.5% | 0.40% | +136.5% |
| Q1 2020 | $9,723,000 | -2.9% | 46,238 | +7.6% | 0.17% | +16.8% |
| Q4 2019 | $10,013,000 | +18.9% | 42,966 | +8.1% | 0.14% | +5.1% |
| Q3 2019 | $8,419,000 | +5.6% | 39,736 | +8.9% | 0.14% | +19.3% |
| Q2 2019 | $7,974,000 | +5.4% | 36,502 | +1.8% | 0.11% | -2.6% |
| Q1 2019 | $7,563,000 | +27.8% | 35,873 | +5.2% | 0.12% | +10.4% |
| Q4 2018 | $5,916,000 | +12.8% | 34,095 | +33.3% | 0.11% | +20.5% |
| Q3 2018 | $5,244,000 | +21.9% | 25,582 | +8.6% | 0.09% | -6.4% |
| Q2 2018 | $4,302,000 | +14.0% | 23,549 | +5.9% | 0.09% | +17.5% |
| Q1 2018 | $3,774,000 | +12.4% | 22,241 | +2.4% | 0.08% | +25.0% |
| Q4 2017 | $3,358,000 | +68.8% | 21,725 | +59.8% | 0.06% | +56.1% |
| Q3 2017 | $1,989,000 | +39.1% | 13,599 | +30.1% | 0.04% | +46.4% |
| Q2 2017 | $1,430,000 | – | 10,452 | – | 0.03% | – |
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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% |