ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 137 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,175,476 | +15.8% | 19,819 | +21.0% | 0.01% | +8.3% |
| Q2 2023 | $1,015,431 | +21.9% | 16,373 | +19.2% | 0.01% | +20.0% |
| Q1 2023 | $832,742 | +20.0% | 13,737 | +14.1% | 0.01% | +11.1% |
| Q4 2022 | $693,856 | +63.6% | 12,040 | +43.7% | 0.01% | +28.6% |
| Q3 2022 | $424,000 | +105.8% | 8,380 | +133.4% | 0.01% | +133.3% |
| Q2 2022 | $206,000 | +2.0% | 3,591 | +17.5% | 0.00% | 0.0% |
| Q1 2022 | $202,000 | -8.2% | 3,057 | -6.0% | 0.00% | 0.0% |
| Q4 2021 | $220,000 | – | 3,253 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 493,204 | $32,191,000 | 2.18% |
| Legacy Financial Advisors, Inc. | 132,771 | $8,666,000 | 2.12% |
| New Capital Management LP | 22,441 | $1,462,000 | 0.80% |
| Beacon Financial Advisory LLC | 14,925 | $974,000 | 0.51% |
| GHP Investment Advisors, Inc. | 79,541 | $5,192,000 | 0.41% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 29,624 | $2,033,000 | 0.24% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 41,872 | $2,733,000 | 0.18% |
| Capital Advisors, Ltd. LLC | 12,532 | $818,000 | 0.15% |
| Capital Investment Advisors, LLC | 54,027 | $3,526,000 | 0.12% |
| Walkner Condon Financial Advisors LLC | 3,516 | $230,000 | 0.11% |