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 2022 | $28,000 | -9.7% | 539 | 0.0% | 0.01% | -12.5% |
| Q2 2022 | $31,000 | -11.4% | 539 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $35,000 | -63.9% | 539 | -62.3% | 0.01% | -65.2% |
| Q4 2021 | $97,000 | +67.2% | 1,431 | +60.4% | 0.02% | +53.3% |
| Q3 2021 | $58,000 | -3.3% | 892 | 0.0% | 0.02% | -6.2% |
| Q2 2021 | $60,000 | +3.4% | 892 | 0.0% | 0.02% | -5.9% |
| Q1 2021 | $58,000 | +3.6% | 892 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $56,000 | -1.8% | 892 | -13.8% | 0.02% | +63.6% |
| Q3 2020 | $57,000 | +7.5% | 1,035 | 0.0% | 0.01% | -45.0% |
| Q2 2020 | $53,000 | +12.8% | 1,035 | 0.0% | 0.02% | -13.0% |
| Q1 2020 | $47,000 | -17.5% | 1,035 | +10.1% | 0.02% | 0.0% |
| Q4 2019 | $57,000 | +9.6% | 940 | 0.0% | 0.02% | +27.8% |
| Q3 2019 | $52,000 | -1.9% | 940 | 0.0% | 0.02% | -14.3% |
| Q2 2019 | $53,000 | – | 940 | – | 0.02% | – |
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% |