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 | $998 | -20.2% | 16,819 | -16.5% | 0.01% | -16.7% |
| Q2 2023 | $1,250 | -1.7% | 20,149 | -4.0% | 0.01% | 0.0% |
| Q1 2023 | $1,272 | +1.0% | 20,985 | -4.0% | 0.01% | -14.3% |
| Q4 2022 | $1,259 | -99.9% | 21,853 | -4.9% | 0.01% | 0.0% |
| Q3 2022 | $1,164,000 | -16.1% | 22,981 | -5.0% | 0.01% | 0.0% |
| Q2 2022 | $1,387,000 | -10.2% | 24,190 | +2.1% | 0.01% | 0.0% |
| Q1 2022 | $1,544,000 | -25.7% | 23,681 | -22.8% | 0.01% | -22.2% |
| Q4 2021 | $2,079,000 | +2.9% | 30,668 | -0.9% | 0.01% | -10.0% |
| Q3 2021 | $2,020,000 | -3.7% | 30,948 | -0.5% | 0.01% | 0.0% |
| Q2 2021 | $2,097,000 | +7.4% | 31,114 | +3.4% | 0.01% | -9.1% |
| Q1 2021 | $1,952,000 | +7.5% | 30,089 | +4.6% | 0.01% | 0.0% |
| Q4 2020 | $1,816,000 | +26.0% | 28,776 | +9.1% | 0.01% | +10.0% |
| Q3 2020 | $1,441,000 | +45.3% | 26,386 | +36.8% | 0.01% | +42.9% |
| Q2 2020 | $992,000 | +9.0% | 19,295 | -4.3% | 0.01% | -22.2% |
| Q1 2020 | $910,000 | -27.3% | 20,159 | -2.8% | 0.01% | -10.0% |
| Q4 2019 | $1,251,000 | +25.5% | 20,735 | +15.1% | 0.01% | +11.1% |
| Q3 2019 | $997,000 | +44.5% | 18,008 | +45.8% | 0.01% | +50.0% |
| Q2 2019 | $690,000 | +42.0% | 12,349 | +37.5% | 0.01% | +20.0% |
| Q1 2019 | $486,000 | +36.9% | 8,982 | +24.6% | 0.01% | +25.0% |
| Q4 2018 | $355,000 | – | 7,207 | – | 0.00% | – |
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% |