ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 50 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,009,056 | -6.5% | 67,721 | -2.1% | 0.24% | -2.4% |
| Q2 2023 | $4,286,887 | -2.3% | 69,154 | -4.4% | 0.25% | -10.4% |
| Q1 2023 | $4,386,640 | +4.5% | 72,363 | -0.6% | 0.28% | -1.8% |
| Q4 2022 | $4,197,230 | +8.3% | 72,831 | -4.8% | 0.28% | -4.4% |
| Q3 2022 | $3,875,000 | -15.2% | 76,530 | -4.0% | 0.30% | -12.6% |
| Q2 2022 | $4,571,000 | -10.7% | 79,730 | +1.6% | 0.34% | +0.9% |
| Q1 2022 | $5,117,000 | -5.5% | 78,461 | -1.7% | 0.34% | -12.2% |
| Q4 2021 | $5,413,000 | +4.3% | 79,843 | +0.4% | 0.38% | -6.6% |
| Q3 2021 | $5,192,000 | -5.2% | 79,541 | -2.1% | 0.41% | -6.8% |
| Q2 2021 | $5,479,000 | +4.3% | 81,278 | +0.4% | 0.44% | -3.3% |
| Q1 2021 | $5,253,000 | -1.2% | 80,979 | -3.9% | 0.46% | -9.9% |
| Q4 2020 | $5,315,000 | +15.2% | 84,229 | -0.3% | 0.51% | -3.1% |
| Q3 2020 | $4,615,000 | -16.3% | 84,494 | -21.3% | 0.52% | -23.8% |
| Q2 2020 | $5,517,000 | -5.4% | 107,319 | -16.9% | 0.68% | -21.9% |
| Q1 2020 | $5,830,000 | -36.2% | 129,088 | -14.8% | 0.88% | -10.6% |
| Q4 2019 | $9,141,000 | +8.7% | 151,510 | -0.3% | 0.98% | -6.2% |
| Q3 2019 | $8,410,000 | -2.0% | 151,919 | -1.1% | 1.05% | +0.1% |
| Q2 2019 | $8,583,000 | +2.3% | 153,639 | -0.8% | 1.04% | -3.3% |
| Q1 2019 | $8,390,000 | +14.2% | 154,935 | +3.9% | 1.08% | -2.3% |
| Q4 2018 | $7,346,000 | – | 149,179 | – | 1.11% | – |
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% |