ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 88 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,805,856 | -3.9% | 47,308 | +0.5% | 0.00% | 0.0% |
| Q2 2023 | $2,918,308 | +16.5% | 47,055 | +13.8% | 0.00% | +33.3% |
| Q1 2023 | $2,505,747 | +13.5% | 41,335 | +7.9% | 0.00% | 0.0% |
| Q4 2022 | $2,207,276 | +52.3% | 38,302 | +33.8% | 0.00% | 0.0% |
| Q3 2022 | $1,449,000 | -8.1% | 28,618 | +4.0% | 0.00% | 0.0% |
| Q2 2022 | $1,577,000 | +228.5% | 27,514 | +274.4% | 0.00% | +200.0% |
| Q1 2022 | $480,000 | +5900.0% | 7,349 | +5779.2% | 0.00% | – |
| Q3 2021 | $8,000 | – | 125 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 245,171 | $14,129,214 | 11.33% |
| Fiduciary Planning LLC | 113,010 | $6,513 | 3.16% |
| Vestmark Advisory Solutions, Inc. | 780,438 | $44,976,642 | 2.19% |
| ShoreHaven Wealth Partners, LLC | 29,537 | $1,702,202 | 1.20% |
| Confluence Wealth Services, Inc. | 79,037 | $4,554,922 | 1.18% |
| WealthPlan Investment Management, LLC | 251,694 | $15,484,225 | 1.08% |
| WealthPLAN Partners, LLC | 251,742 | $15,482,143 | 1.08% |
| Navalign, LLC | 33,465 | $1,928,574 | 0.80% |
| Beacon Financial Advisory LLC | 17,498 | $1,008,435 | 0.72% |
| Aptus Capital Advisors, LLC | 385,195 | $22,198,787 | 0.68% |