BOURGEON CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 129 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
BOURGEON CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$509,473
-0.3%
8,590
+4.2%
0.12%
+0.8%
Q2 2023$511,045
-11.6%
8,240
-13.6%
0.12%
-13.8%
Q1 2023$578,315
+5.9%
9,540
+0.7%
0.14%
+3.0%
Q4 2022$546,0449,4750.13%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
AJ Advisors, LLC 269,533$15,986,01712.02%
Vestmark Advisory Solutions, Inc. 686,385$40,709,4942.96%
TrueWealth Advisors, LLC 74,753$4,433,6291.87%
Lebenthal Global Advisors, LLC 95,956$5,691,1731.71%
Sound Financial Strategies Group, LLC 28,593$1,695,8511.40%
Confluence Wealth Services, Inc. 110,257$6,539,3411.29%
ShoreHaven Wealth Partners, LLC 28,821$1,709,3521.18%
WealthPlan Investment Management, LLC 103,585$6,143,6051.09%
WealthPLAN Partners, LLC 134,421$7,972,5230.93%
Beacon Financial Advisory LLC 22,364$1,326,3840.73%
View complete list of ISHARES TR shareholders