ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 58 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,001,098 | -11.4% | 472,114 | -7.4% | 0.01% | -7.1% |
| Q2 2023 | $31,609,243 | +4.5% | 509,662 | +2.1% | 0.01% | -6.7% |
| Q1 2023 | $30,258,829 | +72.9% | 499,156 | +64.4% | 0.02% | +66.7% |
| Q4 2022 | $17,497,856 | +16.7% | 303,624 | +2.6% | 0.01% | 0.0% |
| Q3 2022 | $14,989,000 | +0.0% | 295,996 | +13.3% | 0.01% | +12.5% |
| Q2 2022 | $14,982,000 | -5.3% | 261,352 | +7.7% | 0.01% | 0.0% |
| Q1 2022 | $15,824,000 | +2614.2% | 242,634 | +2724.0% | 0.01% | – |
| Q4 2021 | $583,000 | -3.8% | 8,592 | -7.5% | 0.00% | – |
| Q3 2021 | $606,000 | +6.3% | 9,292 | +9.8% | 0.00% | – |
| Q2 2021 | $570,000 | +2.7% | 8,461 | -1.1% | 0.00% | – |
| Q1 2021 | $555,000 | – | 8,554 | – | 0.00% | – |
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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% |