ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 129 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 254,944 | $15,811,619 | 11.00% |
| Fiduciary Planning LLC | 117,367 | $7,279,072 | 3.35% |
| TrueWealth Advisors, LLC | 73,464 | $4,556,267 | 1.87% |
| Vestmark Advisory Solutions, Inc. | 741,821 | $46,007,738 | 1.75% |
| Waterloo Capital, L.P. | 77,305 | $4,794,456 | 1.42% |
| WealthPlan Investment Management, LLC | 75,853 | $4,701,180 | 1.40% |
| Lebenthal Global Advisors, LLC | 77,271 | $4,792,370 | 1.39% |
| ShoreHaven Wealth Partners, LLC | 29,533 | $1,831,623 | 1.22% |
| Confluence Wealth Services, Inc. | 88,596 | $5,494,723 | 1.16% |
| WealthPLAN Partners, LLC | 98,832 | $6,129,587 | 0.87% |