ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 41 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,071,742 | -33.6% | 51,791 | -30.6% | 0.01% | -25.0% |
| Q2 2023 | $4,629,158 | +10.4% | 74,640 | +7.9% | 0.01% | 0.0% |
| Q1 2023 | $4,192,300 | -2.8% | 69,157 | -7.6% | 0.01% | -11.1% |
| Q4 2022 | $4,312,609 | -57.4% | 74,824 | -62.6% | 0.01% | -60.9% |
| Q3 2022 | $10,135,000 | +131.8% | 200,135 | +162.3% | 0.02% | +130.0% |
| Q2 2022 | $4,373,000 | +1021.3% | 76,290 | +1175.1% | 0.01% | +900.0% |
| Q1 2022 | $390,000 | +40.3% | 5,983 | +46.0% | 0.00% | 0.0% |
| Q4 2021 | $278,000 | +8.2% | 4,097 | +3.9% | 0.00% | 0.0% |
| Q3 2021 | $257,000 | -0.8% | 3,943 | +2.7% | 0.00% | 0.0% |
| Q2 2021 | $259,000 | +2.4% | 3,838 | -1.5% | 0.00% | 0.0% |
| Q1 2021 | $253,000 | -1.6% | 3,898 | -4.2% | 0.00% | 0.0% |
| Q4 2020 | $257,000 | +10.8% | 4,069 | -4.1% | 0.00% | 0.0% |
| Q3 2020 | $232,000 | -67.0% | 4,245 | -72.8% | 0.00% | -66.7% |
| Q1 2020 | $704,000 | -10.3% | 15,590 | +19.9% | 0.00% | 0.0% |
| Q4 2019 | $785,000 | +26.8% | 13,000 | +16.4% | 0.00% | +50.0% |
| Q3 2019 | $619,000 | +9.2% | 11,173 | +10.2% | 0.00% | 0.0% |
| Q2 2019 | $567,000 | +26.0% | 10,142 | +22.2% | 0.00% | 0.0% |
| Q1 2019 | $450,000 | +10.3% | 8,300 | +0.4% | 0.00% | 0.0% |
| Q4 2018 | $408,000 | – | 8,266 | – | 0.00% | – |
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% |