ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 58 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,155,825 | +5273.5% | 322,978 | +5519.0% | 0.42% | +5212.5% |
| Q2 2023 | $356,490 | -92.8% | 5,748 | -93.0% | 0.01% | -91.8% |
| Q1 2023 | $4,955,260 | -16.9% | 81,743 | -21.0% | 0.10% | -42.0% |
| Q4 2022 | $5,964,647 | +760.7% | 103,499 | +656.8% | 0.17% | +668.2% |
| Q3 2022 | $693,000 | -24.8% | 13,676 | -15.0% | 0.02% | -15.4% |
| Q2 2022 | $922,000 | -11.6% | 16,082 | +0.6% | 0.03% | -10.3% |
| Q1 2022 | $1,043,000 | -54.0% | 15,994 | -52.2% | 0.03% | -69.1% |
| Q4 2021 | $2,269,000 | +436.4% | 33,468 | +416.0% | 0.09% | +452.9% |
| Q3 2021 | $423,000 | -33.0% | 6,486 | -30.7% | 0.02% | -19.0% |
| Q2 2021 | $631,000 | -70.0% | 9,361 | -71.2% | 0.02% | -82.1% |
| Q1 2021 | $2,106,000 | – | 32,470 | – | 0.12% | – |
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% |