ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 101 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,726,673 | +191.6% | 248,300 | +204.9% | 0.01% | +150.0% |
| Q2 2023 | $5,050,103 | -10.2% | 81,427 | -12.2% | 0.00% | 0.0% |
| Q1 2023 | $5,621,474 | +29.6% | 92,733 | +23.2% | 0.00% | 0.0% |
| Q4 2022 | $4,338,502 | -24.6% | 75,282 | -33.7% | 0.00% | -33.3% |
| Q3 2022 | $5,754,000 | -8.8% | 113,616 | +3.3% | 0.00% | 0.0% |
| Q2 2022 | $6,307,000 | +10.0% | 110,024 | +25.1% | 0.00% | +50.0% |
| Q1 2022 | $5,735,000 | +436.5% | 87,933 | +437.0% | 0.00% | – |
| Q3 2021 | $1,069,000 | -84.5% | 16,375 | -84.0% | 0.00% | -100.0% |
| Q2 2021 | $6,884,000 | +31.4% | 102,120 | +26.5% | 0.00% | 0.0% |
| Q1 2021 | $5,238,000 | +182.7% | 80,752 | +175.0% | 0.00% | +200.0% |
| Q4 2020 | $1,853,000 | +12.6% | 29,369 | -2.5% | 0.00% | 0.0% |
| Q3 2020 | $1,645,000 | +53.3% | 30,126 | +44.3% | 0.00% | 0.0% |
| Q2 2020 | $1,073,000 | +8.6% | 20,872 | -4.6% | 0.00% | 0.0% |
| Q1 2020 | $988,000 | -72.0% | 21,870 | -62.6% | 0.00% | -80.0% |
| Q4 2019 | $3,531,000 | +36.2% | 58,528 | +25.0% | 0.01% | +25.0% |
| Q3 2019 | $2,592,000 | +10.3% | 46,816 | +7.9% | 0.00% | 0.0% |
| Q1 2019 | $2,351,000 | +23.0% | 43,405 | +11.8% | 0.00% | 0.0% |
| Q4 2018 | $1,912,000 | -56.3% | 38,830 | -51.6% | 0.00% | -60.0% |
| Q2 2018 | $4,379,000 | +43.0% | 80,298 | +49.3% | 0.01% | +25.0% |
| Q1 2018 | $3,062,000 | +60.6% | 53,774 | +67.4% | 0.01% | +60.0% |
| Q4 2017 | $1,907,000 | -0.5% | 32,118 | -7.9% | 0.01% | -28.6% |
| Q2 2017 | $1,916,000 | +112.7% | 34,862 | +102.3% | 0.01% | +75.0% |
| Q1 2017 | $901,000 | – | 17,233 | – | 0.00% | – |
Download | ||||||
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% |