ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 66 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,458,000 | -5.6% | 41,442 | -1.3% | 0.00% | 0.0% |
| Q2 2023 | $2,604,000 | +33.1% | 41,993 | +30.1% | 0.00% | 0.0% |
| Q1 2023 | $1,957,000 | +5.0% | 32,282 | -0.2% | 0.00% | 0.0% |
| Q4 2022 | $1,864,000 | +48.2% | 32,357 | +30.2% | 0.00% | – |
| Q3 2022 | $1,258,000 | -59.0% | 24,849 | -53.6% | 0.00% | -100.0% |
| Q2 2022 | $3,068,000 | +136.9% | 53,539 | +169.6% | 0.00% | – |
| Q1 2022 | $1,295,000 | +3.6% | 19,855 | +7.8% | 0.00% | – |
| Q4 2021 | $1,250,000 | -1.5% | 18,423 | -5.2% | 0.00% | – |
| Q3 2021 | $1,269,000 | +3.3% | 19,434 | +6.6% | 0.00% | – |
| Q2 2021 | $1,229,000 | -1.0% | 18,236 | -4.7% | 0.00% | – |
| Q1 2021 | $1,241,000 | +3.8% | 19,134 | +1.0% | 0.00% | – |
| Q4 2020 | $1,195,000 | +19.3% | 18,947 | +3.3% | 0.00% | – |
| Q3 2020 | $1,002,000 | +14.4% | 18,347 | +7.7% | 0.00% | – |
| Q2 2020 | $876,000 | +12.3% | 17,038 | -1.3% | 0.00% | – |
| Q1 2020 | $780,000 | +3800.0% | 17,261 | +4668.2% | 0.00% | – |
| Q3 2019 | $20,000 | -42.9% | 362 | -41.4% | 0.00% | – |
| Q2 2019 | $35,000 | +66.7% | 618 | +42.1% | 0.00% | – |
| Q4 2018 | $21,000 | -46.2% | 435 | -36.5% | 0.00% | – |
| Q3 2018 | $39,000 | -58.1% | 685 | -59.9% | 0.00% | – |
| Q2 2018 | $93,000 | +8.1% | 1,710 | +13.2% | 0.00% | – |
| Q1 2018 | $86,000 | -59.2% | 1,510 | -57.6% | 0.00% | – |
| Q4 2017 | $211,000 | -4.5% | 3,562 | -7.5% | 0.00% | – |
| Q3 2017 | $221,000 | +20.1% | 3,850 | +14.9% | 0.00% | – |
| Q2 2017 | $184,000 | +61.4% | 3,350 | +52.3% | 0.00% | – |
| Q1 2017 | $114,000 | – | 2,200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 269,533 | $15,986,017 | 12.02% |
| Vestmark Advisory Solutions, Inc. | 686,385 | $40,709,494 | 2.96% |
| TrueWealth Advisors, LLC | 74,753 | $4,433,629 | 1.87% |
| Lebenthal Global Advisors, LLC | 95,956 | $5,691,173 | 1.71% |
| Sound Financial Strategies Group, LLC | 28,593 | $1,695,851 | 1.40% |
| Confluence Wealth Services, Inc. | 110,257 | $6,539,341 | 1.29% |
| ShoreHaven Wealth Partners, LLC | 28,821 | $1,709,352 | 1.18% |
| WealthPlan Investment Management, LLC | 103,585 | $6,143,605 | 1.09% |
| WealthPLAN Partners, LLC | 134,421 | $7,972,523 | 0.93% |
| Beacon Financial Advisory LLC | 22,364 | $1,326,384 | 0.73% |