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 | $885 | -4.3% | 14,917 | 0.0% | 0.14% | -1.4% |
| Q2 2023 | $925 | +2.3% | 14,917 | 0.0% | 0.14% | -7.4% |
| Q1 2023 | $904 | +5.1% | 14,917 | 0.0% | 0.15% | 0.0% |
| Q4 2022 | $860 | -99.9% | 14,917 | +6.9% | 0.15% | +8.0% |
| Q3 2022 | $707,000 | -5.2% | 13,955 | +7.2% | 0.14% | -1.4% |
| Q2 2022 | $746,000 | -12.0% | 13,018 | +0.1% | 0.14% | -0.7% |
| Q1 2022 | $848,000 | -0.2% | 13,007 | +3.7% | 0.14% | +2.9% |
| Q4 2021 | $850,000 | +3.9% | 12,537 | +0.0% | 0.14% | -6.2% |
| Q3 2021 | $818,000 | +1.6% | 12,532 | +4.9% | 0.15% | +1.4% |
| Q2 2021 | $805,000 | +4.0% | 11,944 | +0.1% | 0.14% | +1.4% |
| Q1 2021 | $774,000 | +2.8% | 11,935 | +0.1% | 0.14% | -14.5% |
| Q4 2020 | $753,000 | +18.8% | 11,929 | +2.8% | 0.17% | +5.1% |
| Q3 2020 | $634,000 | +13.4% | 11,601 | +6.7% | 0.16% | +6.8% |
| Q2 2020 | $559,000 | +88.9% | 10,875 | +65.9% | 0.15% | +59.1% |
| Q1 2020 | $296,000 | -58.5% | 6,555 | -44.6% | 0.09% | -48.9% |
| Q4 2019 | $714,000 | +42.5% | 11,836 | +28.3% | 0.18% | +30.9% |
| Q3 2019 | $501,000 | -1.4% | 9,224 | +1.5% | 0.14% | -3.5% |
| Q2 2019 | $508,000 | -14.2% | 9,088 | -16.9% | 0.14% | -10.0% |
| Q1 2019 | $592,000 | +11.7% | 10,937 | +1.7% | 0.16% | +2.6% |
| Q4 2018 | $530,000 | -29.8% | 10,757 | -19.7% | 0.16% | -26.8% |
| Q3 2018 | $755,000 | +18.2% | 13,393 | +14.3% | 0.21% | +6.5% |
| Q2 2018 | $639,000 | -4.2% | 11,716 | 0.0% | 0.20% | -7.4% |
| Q1 2018 | $667,000 | – | 11,716 | – | 0.22% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 245,171 | $14,129,214 | 11.33% |
| Fiduciary Planning LLC | 113,010 | $6,513 | 3.16% |
| Vestmark Advisory Solutions, Inc. | 780,438 | $44,976,642 | 2.19% |
| ShoreHaven Wealth Partners, LLC | 29,537 | $1,702,202 | 1.20% |
| Confluence Wealth Services, Inc. | 79,037 | $4,554,922 | 1.18% |
| WealthPlan Investment Management, LLC | 251,694 | $15,484,225 | 1.08% |
| WealthPLAN Partners, LLC | 251,742 | $15,482,143 | 1.08% |
| Navalign, LLC | 33,465 | $1,928,574 | 0.80% |
| Beacon Financial Advisory LLC | 17,498 | $1,008,435 | 0.72% |
| Aptus Capital Advisors, LLC | 385,195 | $22,198,787 | 0.68% |