ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 41 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $605,140 | -4.7% | 10,203 | -0.3% | 0.00% | -33.3% |
| Q2 2023 | $634,961 | +2.6% | 10,238 | +0.3% | 0.00% | +200.0% |
| Q1 2023 | $619,051 | +7.3% | 10,212 | +2.0% | 0.00% | 0.0% |
| Q4 2022 | $577,107 | +13.8% | 10,014 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $507,000 | -18.0% | 10,014 | -7.2% | 0.00% | -50.0% |
| Q2 2022 | $618,000 | -52.5% | 10,787 | -46.0% | 0.00% | -33.3% |
| Q1 2022 | $1,302,000 | -30.4% | 19,965 | -27.7% | 0.00% | -25.0% |
| Q4 2021 | $1,872,000 | -12.4% | 27,616 | -15.6% | 0.00% | -20.0% |
| Q3 2021 | $2,136,000 | -3.2% | 32,728 | 0.0% | 0.01% | -16.7% |
| Q2 2021 | $2,206,000 | +92.5% | 32,728 | +85.2% | 0.01% | +50.0% |
| Q1 2021 | $1,146,000 | -44.5% | 17,670 | -46.0% | 0.00% | -42.9% |
| Q4 2020 | $2,065,000 | +157.5% | 32,728 | +122.8% | 0.01% | +133.3% |
| Q3 2020 | $802,000 | – | 14,689 | – | 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% |