ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 101 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,111 | +2.0% | 4,824 | +6.7% | 0.00% | – |
| Q2 2023 | $280,516 | +21.2% | 4,523 | +18.4% | 0.00% | – |
| Q1 2023 | $231,508 | -59.6% | 3,819 | -61.6% | 0.00% | -100.0% |
| Q4 2022 | $573,361 | +101.2% | 9,949 | +76.9% | 0.00% | – |
| Q3 2022 | $285,000 | -92.2% | 5,625 | -91.2% | 0.00% | -100.0% |
| Q2 2022 | $3,660,000 | -16.3% | 63,843 | -4.8% | 0.00% | 0.0% |
| Q1 2022 | $4,372,000 | -16.9% | 67,036 | -13.6% | 0.00% | 0.0% |
| Q4 2021 | $5,260,000 | +4.2% | 77,586 | +0.3% | 0.00% | -20.0% |
| Q3 2021 | $5,047,000 | -1.0% | 77,321 | +2.2% | 0.01% | 0.0% |
| Q2 2021 | $5,099,000 | +12.8% | 75,639 | +8.5% | 0.01% | 0.0% |
| Q1 2021 | $4,522,000 | +2116.7% | 69,712 | +1586.7% | 0.01% | – |
| Q4 2018 | $204,000 | -12.4% | 4,133 | 0.0% | 0.00% | – |
| Q3 2018 | $233,000 | +3.6% | 4,133 | 0.0% | 0.00% | – |
| Q2 2018 | $225,000 | -8.9% | 4,133 | -4.6% | 0.00% | – |
| Q1 2018 | $247,000 | – | 4,333 | – | 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% |