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 | $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 | 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% |