ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,558 | -28.3% | 26,264 | -25.0% | 0.02% | -29.4% |
| Q2 2023 | $2,172 | +23.6% | 35,028 | +20.9% | 0.03% | +13.3% |
| Q1 2023 | $1,757 | -99.9% | 28,980 | +26.6% | 0.03% | +30.4% |
| Q4 2022 | $1,319,000 | -99.9% | 22,891 | +4.2% | 0.02% | +4.5% |
| Q3 2022 | $1,113,000,000 | +124536.1% | 21,977 | +41.0% | 0.02% | +29.4% |
| Q2 2022 | $893,000 | -11.1% | 15,585 | +1.1% | 0.02% | -5.6% |
| Q1 2022 | $1,005,000 | – | 15,413 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gratus Capital, LLC | 657,971 | $44,354,000 | 4.92% |
| Vestmark Advisory Solutions, Inc. | 676,632 | $45,564,000 | 3.24% |
| Legacy Financial Advisors, Inc. | 127,604 | $8,602,000 | 2.18% |
| Beacon Financial Advisory LLC | 14,802 | $998,000 | 0.54% |
| GHP Investment Advisors, Inc. | 81,278 | $5,479,000 | 0.44% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 29,407 | $1,982,000 | 0.23% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 38,822 | $2,617,000 | 0.18% |
| Capital Advisors, Ltd. LLC | 11,944 | $805,000 | 0.14% |
| CAPTRUST FINANCIAL ADVISORS | 158,869 | $10,709,000 | 0.10% |
| Cetera Advisors LLC | 29,272 | $1,973,000 | 0.05% |