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 | $965,685 | -8.9% | 16,282 | -3.1% | 0.00% | – |
| Q4 2020 | $1,060,000 | -32.1% | 16,806 | -41.2% | 0.00% | – |
| Q3 2020 | $1,562,000 | +72.6% | 28,594 | +62.4% | 0.00% | – |
| Q2 2020 | $905,000 | -25.0% | 17,608 | -34.1% | 0.00% | – |
| Q1 2020 | $1,207,000 | -52.2% | 26,717 | -36.1% | 0.00% | -100.0% |
| Q4 2019 | $2,523,000 | +810.8% | 41,809 | +765.4% | 0.00% | – |
| Q3 2017 | $277,000 | – | 4,831 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 245,171 | $14,129,214 | 11.33% |
| Fiduciary Planning LLC | 113,010 | $6,513 | 3.16% |
| Vestmark Advisory Solutions, Inc. | 780,438 | $44,976,642 | 2.19% |
| ShoreHaven Wealth Partners, LLC | 29,537 | $1,702,202 | 1.20% |
| Confluence Wealth Services, Inc. | 79,037 | $4,554,922 | 1.18% |
| WealthPlan Investment Management, LLC | 251,694 | $15,484,225 | 1.08% |
| WealthPLAN Partners, LLC | 251,742 | $15,482,143 | 1.08% |
| Navalign, LLC | 33,465 | $1,928,574 | 0.80% |
| Beacon Financial Advisory LLC | 17,498 | $1,008,435 | 0.72% |
| Aptus Capital Advisors, LLC | 385,195 | $22,198,787 | 0.68% |