ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 66 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,089 | -12.5% | 4,200 | -8.5% | 0.02% | -12.5% |
| Q2 2023 | $284,658 | +3.5% | 4,590 | +1.2% | 0.02% | 0.0% |
| Q1 2023 | $274,914 | +0.6% | 4,535 | -4.3% | 0.02% | -7.7% |
| Q4 2022 | $273,230 | +17.8% | 4,741 | +3.4% | 0.03% | +8.3% |
| Q3 2022 | $232,000 | -11.1% | 4,586 | +0.7% | 0.02% | -11.1% |
| Q2 2022 | $261,000 | -11.2% | 4,552 | +1.0% | 0.03% | 0.0% |
| Q1 2022 | $294,000 | -4.9% | 4,507 | -1.0% | 0.03% | 0.0% |
| Q4 2021 | $309,000 | -3.4% | 4,554 | -7.2% | 0.03% | -12.9% |
| Q3 2021 | $320,000 | – | 4,905 | – | 0.03% | – |
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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% |