ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 375 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.72 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620,069 | +8.8% | 1,817 | +10.3% | 0.00% | – |
| Q2 2023 | $569,714 | +182.0% | 1,647 | +148.4% | 0.00% | – |
| Q1 2023 | $202,016 | -27.9% | 663 | -40.8% | 0.00% | – |
| Q3 2022 | $280,000 | -28.4% | 1,120 | -1.1% | 0.00% | – |
| Q1 2022 | $391,000 | -24.7% | 1,133 | -13.2% | 0.00% | – |
| Q4 2021 | $519,000 | -6.8% | 1,305 | -6.5% | 0.00% | – |
| Q3 2021 | $557,000 | +2.4% | 1,395 | 0.0% | 0.00% | – |
| Q2 2021 | $544,000 | +73.2% | 1,395 | +51.6% | 0.00% | – |
| Q1 2021 | $314,000 | -4.6% | 920 | -0.9% | 0.00% | – |
| Q4 2020 | $329,000 | – | 928 | – | 0.00% | – |
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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% |