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 | $345,303 | +2.4% | 5,822 | +7.1% | 0.01% | 0.0% |
| Q2 2023 | $337,079 | +9.1% | 5,435 | +6.6% | 0.01% | 0.0% |
| Q1 2023 | $309,041 | +6.8% | 5,098 | +1.5% | 0.01% | 0.0% |
| Q4 2022 | $289,418 | +971.9% | 5,022 | +1136.9% | 0.01% | +800.0% |
| Q2 2021 | $27,000 | +8.0% | 406 | +1.5% | 0.00% | 0.0% |
| Q4 2020 | $25,000 | +13.6% | 400 | +0.5% | 0.00% | 0.0% |
| Q3 2020 | $22,000 | +22.2% | 398 | +1.5% | 0.00% | 0.0% |
| Q1 2020 | $18,000 | -21.7% | 392 | +0.8% | 0.00% | 0.0% |
| Q4 2019 | $23,000 | – | 389 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 493,204 | $32,191,000 | 2.18% |
| Legacy Financial Advisors, Inc. | 132,771 | $8,666,000 | 2.12% |
| New Capital Management LP | 22,441 | $1,462,000 | 0.80% |
| Beacon Financial Advisory LLC | 14,925 | $974,000 | 0.51% |
| GHP Investment Advisors, Inc. | 79,541 | $5,192,000 | 0.41% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 29,624 | $2,033,000 | 0.24% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 41,872 | $2,733,000 | 0.18% |
| Capital Advisors, Ltd. LLC | 12,532 | $818,000 | 0.15% |
| Capital Investment Advisors, LLC | 54,027 | $3,526,000 | 0.12% |
| Walkner Condon Financial Advisors LLC | 3,516 | $230,000 | 0.11% |