ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 420 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.86 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $573,141 | +16.9% | 1,881 | -1.8% | 0.38% | +11.0% |
| Q4 2022 | $490,209 | -2.3% | 1,916 | -4.5% | 0.34% | -2.3% |
| Q3 2022 | $502,000 | -7.9% | 2,006 | -0.8% | 0.35% | -1.7% |
| Q2 2022 | $545,000 | -20.6% | 2,023 | +1.7% | 0.36% | -4.5% |
| Q1 2022 | $686,000 | -8.7% | 1,989 | +5.3% | 0.38% | -6.2% |
| Q4 2021 | $751,000 | +6.1% | 1,889 | +6.5% | 0.40% | -1.5% |
| Q3 2021 | $708,000 | +100.6% | 1,774 | +56.2% | 0.41% | +38.0% |
| Q3 2020 | $353,000 | +73.0% | 1,136 | +58.0% | 0.30% | +60.3% |
| Q2 2020 | $204,000 | – | 719 | – | 0.18% | – |
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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% |