ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 31 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $52,015 | -4.4% | 877 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $54,392 | +2.3% | 877 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $53,164 | +5.2% | 877 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $50,542 | +14.9% | 877 | 0.0% | 0.00% | -50.0% |
| Q3 2022 | $44,000 | -12.0% | 877 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $50,000 | -12.3% | 877 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $57,000 | -3.4% | 877 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $59,000 | +3.5% | 877 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $57,000 | -3.4% | 877 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $59,000 | +3.5% | 877 | 0.0% | 0.00% | -33.3% |
| Q1 2021 | $57,000 | +3.6% | 877 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $55,000 | +14.6% | 877 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $48,000 | +6.7% | 877 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $45,000 | +12.5% | 877 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $40,000 | -24.5% | 877 | 0.0% | 0.00% | -25.0% |
| Q4 2019 | $53,000 | +8.2% | 877 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $49,000 | 0.0% | 877 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $49,000 | +4.3% | 877 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $47,000 | +9.3% | 877 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $43,000 | -12.2% | 877 | 0.0% | 0.00% | -20.0% |
| Q3 2018 | $49,000 | – | 877 | – | 0.01% | – |
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% |