ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 43 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,213,809 | +6.5% | 20,466 | +11.3% | 0.01% | 0.0% |
| Q2 2023 | $1,140,127 | +7.3% | 18,383 | +4.9% | 0.01% | 0.0% |
| Q1 2023 | $1,062,283 | +29.1% | 17,524 | +22.7% | 0.01% | +14.3% |
| Q4 2022 | $823,141 | +32.6% | 14,283 | +16.4% | 0.01% | -12.5% |
| Q3 2022 | $621,000 | -1.3% | 12,266 | +11.6% | 0.01% | 0.0% |
| Q2 2022 | $629,000 | -6.0% | 10,987 | +7.1% | 0.01% | 0.0% |
| Q1 2022 | $669,000 | +35.7% | 10,254 | +41.0% | 0.01% | +33.3% |
| Q4 2021 | $493,000 | +12.3% | 7,270 | +8.0% | 0.01% | 0.0% |
| Q3 2021 | $439,000 | +12.0% | 6,732 | +15.8% | 0.01% | 0.0% |
| Q2 2021 | $392,000 | +10.1% | 5,814 | +5.9% | 0.01% | -25.0% |
| Q1 2021 | $356,000 | -7.5% | 5,488 | -10.0% | 0.01% | -11.1% |
| Q4 2020 | $385,000 | +15.6% | 6,098 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $333,000 | -9.0% | 6,098 | -14.4% | 0.01% | -10.0% |
| Q2 2020 | $366,000 | +13.7% | 7,123 | 0.0% | 0.01% | -9.1% |
| Q1 2020 | $322,000 | -29.5% | 7,123 | -5.6% | 0.01% | -8.3% |
| Q4 2019 | $457,000 | +8.8% | 7,543 | 0.0% | 0.01% | -7.7% |
| Q3 2019 | $420,000 | -3.2% | 7,543 | -2.6% | 0.01% | 0.0% |
| Q2 2019 | $434,000 | -4.4% | 7,743 | -8.2% | 0.01% | -13.3% |
| Q1 2019 | $454,000 | +9.4% | 8,433 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $415,000 | -38.2% | 8,433 | -29.2% | 0.02% | -30.4% |
| Q3 2018 | $672,000 | -1.8% | 11,913 | -5.1% | 0.02% | -32.4% |
| Q2 2018 | $684,000 | +3.5% | 12,548 | +8.2% | 0.03% | +17.2% |
| Q1 2018 | $661,000 | -5.3% | 11,594 | -1.8% | 0.03% | 0.0% |
| Q4 2017 | $698,000 | +18.7% | 11,804 | +14.6% | 0.03% | +7.4% |
| Q3 2017 | $588,000 | +19.0% | 10,300 | +15.8% | 0.03% | +17.4% |
| Q2 2017 | $494,000 | +2.1% | 8,895 | -4.5% | 0.02% | 0.0% |
| Q1 2017 | $484,000 | -7.8% | 9,310 | -13.6% | 0.02% | -14.8% |
| Q4 2016 | $525,000 | -49.5% | 10,770 | -47.8% | 0.03% | -32.5% |
| Q3 2016 | $1,039,000 | – | 20,630 | – | 0.04% | – |
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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% |