ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 32 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2019 | $205,000 | -1.0% | 3,700 | 0.0% | 0.01% | -7.1% |
Q2 2019 | $207,000 | +3.5% | 3,700 | 0.0% | 0.01% | +7.7% |
Q1 2019 | $200,000 | -13.4% | 3,700 | -9.8% | 0.01% | -13.3% |
Q3 2018 | $231,000 | +3.1% | 4,100 | 0.0% | 0.02% | -6.2% |
Q2 2018 | $224,000 | -3.9% | 4,100 | 0.0% | 0.02% | -5.9% |
Q1 2018 | $233,000 | -4.1% | 4,100 | 0.0% | 0.02% | -5.6% |
Q4 2017 | $243,000 | – | 4,100 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AJ Advisors, LLC | 254,944 | $15,811,619 | 11.00% |
Fiduciary Planning LLC | 117,367 | $7,279,072 | 3.35% |
TrueWealth Advisors, LLC | 73,464 | $4,556,267 | 1.87% |
Vestmark Advisory Solutions, Inc. | 741,821 | $46,007,738 | 1.75% |
Waterloo Capital, L.P. | 77,305 | $4,794,456 | 1.42% |
WealthPlan Investment Management, LLC | 75,853 | $4,701,180 | 1.40% |
Lebenthal Global Advisors, LLC | 77,271 | $4,792,370 | 1.39% |
ShoreHaven Wealth Partners, LLC | 29,533 | $1,831,623 | 1.22% |
Confluence Wealth Services, Inc. | 88,596 | $5,494,723 | 1.16% |
WealthPLAN Partners, LLC | 98,832 | $6,129,587 | 0.87% |