ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 58 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $3,062,389 | +6.7% | 47,427 | -2.0% | 0.08% | -2.5% |
| Q3 2023 | $2,869,681 | -7.0% | 48,384 | -2.7% | 0.08% | -16.0% |
| Q2 2023 | $3,084,970 | +5.0% | 49,742 | +2.6% | 0.09% | +8.0% |
| Q1 2023 | $2,938,905 | +116246.2% | 48,481 | +10.6% | 0.09% | +14.5% |
| Q4 2022 | $2,526 | -99.9% | 43,823 | -7.7% | 0.08% | -7.3% |
| Q3 2022 | $2,405,000 | -14.6% | 47,482 | -3.3% | 0.08% | -11.8% |
| Q2 2022 | $2,816,000 | -16.2% | 49,117 | -4.7% | 0.09% | -9.7% |
| Q1 2022 | $3,360,000 | -7.8% | 51,522 | -4.2% | 0.10% | -7.2% |
| Q4 2021 | $3,645,000 | +3.4% | 53,764 | -0.5% | 0.11% | -6.7% |
| Q3 2021 | $3,526,000 | +194.1% | 54,027 | +203.8% | 0.12% | +190.2% |
| Q2 2021 | $1,199,000 | – | 17,781 | – | 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% |