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 | $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 | 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% |