ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 148 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $413,701 | +2.8% | 6,138 | +2.7% | 0.00% | 0.0% |
| Q1 2024 | $402,409 | +33.3% | 5,974 | +27.7% | 0.00% | +33.3% |
| Q4 2023 | $301,994 | -10.7% | 4,677 | -18.0% | 0.00% | -25.0% |
| Q3 2023 | $338,126 | -0.5% | 5,701 | +4.1% | 0.00% | 0.0% |
| Q2 2023 | $339,746 | -5.1% | 5,478 | -7.3% | 0.00% | 0.0% |
| Q1 2023 | $358,143 | -14.3% | 5,908 | -18.5% | 0.00% | -20.0% |
| Q4 2022 | $417,702 | +37.4% | 7,248 | +20.9% | 0.01% | +25.0% |
| Q3 2022 | $304,000 | -26.4% | 5,997 | -16.7% | 0.00% | -20.0% |
| Q2 2022 | $413,000 | +45.4% | 7,199 | +65.2% | 0.01% | +66.7% |
| Q1 2022 | $284,000 | +4.0% | 4,357 | +8.2% | 0.00% | 0.0% |
| Q4 2021 | $273,000 | +2.6% | 4,027 | -1.1% | 0.00% | 0.0% |
| Q3 2021 | $266,000 | -10.1% | 4,073 | -7.4% | 0.00% | 0.0% |
| Q2 2021 | $296,000 | +4.2% | 4,397 | +0.3% | 0.00% | -25.0% |
| Q1 2021 | $284,000 | +26.2% | 4,382 | +23.0% | 0.00% | +33.3% |
| Q4 2020 | $225,000 | +11.4% | 3,564 | -9.4% | 0.00% | -25.0% |
| Q2 2020 | $202,000 | -20.5% | 3,932 | -6.8% | 0.00% | 0.0% |
| Q4 2019 | $254,000 | +8.5% | 4,218 | -0.4% | 0.00% | 0.0% |
| Q3 2019 | $234,000 | -3.3% | 4,235 | -2.1% | 0.00% | -20.0% |
| Q2 2019 | $242,000 | – | 4,328 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 302,791 | $20,408,118 | 11.29% |
| Lynx Investment Advisory | 46,911 | $3,161,800 | 2.34% |
| TrueWealth Advisors, LLC | 68,001 | $4,583,266 | 1.70% |
| Vestmark Advisory Solutions, Inc. | 480,265 | $32,369,861 | 1.35% |
| WealthPLAN Partners, LLC | 135,756 | $9,149,977 | 0.98% |
| ShoreHaven Wealth Partners, LLC | 27,228 | $1,835,192 | 0.96% |
| WealthPlan Investment Management, LLC | 85,559 | $5,766,663 | 0.87% |
| Lebenthal Global Advisors, LLC | 49,124 | $3,310,977 | 0.73% |
| FIFTH THIRD SECURITIES, INC. | 113,257 | $7,633,522 | 0.70% |
| Clarity Asset Management, Inc. | 13,089 | $882,200 | 0.63% |