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 | $332,729 | -1.3% | 975 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $337,262 | +13.5% | 975 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $297,083 | +19.1% | 975 | 0.0% | 0.00% | +33.3% |
| Q4 2022 | $249,454 | +2.2% | 975 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $244,000 | -7.2% | 975 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $263,000 | -21.7% | 975 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $336,000 | -21.3% | 975 | -9.3% | 0.00% | -20.0% |
| Q4 2021 | $427,000 | -0.5% | 1,075 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $429,000 | -51.1% | 1,075 | -31.3% | 0.01% | 0.0% |
| Q2 2021 | $878,000 | +128.6% | 1,564 | +39.0% | 0.01% | 0.0% |
| Q1 2021 | $384,000 | -3.5% | 1,125 | 0.0% | 0.01% | -16.7% |
| Q4 2020 | $398,000 | +31.4% | 1,125 | +15.4% | 0.01% | +20.0% |
| Q3 2020 | $303,000 | +9.4% | 975 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $277,000 | +35.1% | 975 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $205,000 | -9.7% | 975 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $227,000 | +9.7% | 975 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $207,000 | -2.8% | 975 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $213,000 | +3.4% | 975 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $206,000 | – | 975 | – | 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% |