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 ↓ |
|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 493,204 | $32,191,000 | 2.18% |
| Legacy Financial Advisors, Inc. | 132,771 | $8,666,000 | 2.12% |
| New Capital Management LP | 22,441 | $1,462,000 | 0.80% |
| Beacon Financial Advisory LLC | 14,925 | $974,000 | 0.51% |
| GHP Investment Advisors, Inc. | 79,541 | $5,192,000 | 0.41% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 29,624 | $2,033,000 | 0.24% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 41,872 | $2,733,000 | 0.18% |
| Capital Advisors, Ltd. LLC | 12,532 | $818,000 | 0.15% |
| Capital Investment Advisors, LLC | 54,027 | $3,526,000 | 0.12% |
| Walkner Condon Financial Advisors LLC | 3,516 | $230,000 | 0.11% |