ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 101 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,795,028 | +190.6% | 114,568 | +197.0% | 0.00% | 0.0% |
| Q1 2023 | $2,338,598 | +374.9% | 38,578 | +351.5% | 0.00% | – |
| Q4 2022 | $492,448 | -57.3% | 8,545 | -62.5% | 0.00% | – |
| Q3 2022 | $1,153,000 | -65.7% | 22,760 | -61.2% | 0.00% | -100.0% |
| Q2 2022 | $3,361,000 | -44.0% | 58,634 | -36.2% | 0.00% | 0.0% |
| Q1 2022 | $5,997,000 | +20.6% | 91,950 | +25.3% | 0.00% | 0.0% |
| Q4 2021 | $4,974,000 | +27.7% | 73,365 | +23.0% | 0.00% | 0.0% |
| Q3 2021 | $3,895,000 | -28.4% | 59,668 | -26.1% | 0.00% | 0.0% |
| Q2 2021 | $5,441,000 | +10.9% | 80,722 | -15.4% | 0.00% | -50.0% |
| Q2 2020 | $4,906,000 | -27.0% | 95,429 | -35.9% | 0.00% | -33.3% |
| Q1 2020 | $6,722,000 | +1692.5% | 148,854 | +2062.6% | 0.00% | – |
| Q2 2018 | $375,000 | -77.2% | 6,883 | -76.0% | 0.00% | -100.0% |
| Q3 2017 | $1,648,000 | – | 28,737 | – | 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% |