ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 137 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2023 | $8,880,388 | +11.4% | 137,531 | +2.3% | 0.91% | -1.4% |
Q3 2023 | $7,972,523 | +30.1% | 134,421 | +36.0% | 0.93% | +6.8% |
Q2 2023 | $6,129,587 | -29.8% | 98,832 | -31.4% | 0.87% | -12.7% |
Q1 2023 | $8,732,154 | -43.6% | 144,047 | -42.8% | 0.99% | -8.2% |
Q4 2022 | $15,482,143 | +81.2% | 251,742 | +82.1% | 1.08% | +82.5% |
Q1 2022 | $8,543,000 | – | 138,225 | – | 0.59% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Vestmark Advisory Solutions, Inc. | 493,204 | $32,191,000 | 2.18% |
Legacy Financial Advisors, Inc. | 132,771 | $8,666,000 | 2.12% |
New Capital Management LP | 22,441 | $1,462,000 | 0.80% |
Beacon Financial Advisory LLC | 14,925 | $974,000 | 0.51% |
GHP Investment Advisors, Inc. | 79,541 | $5,192,000 | 0.41% |
BRANDYWINE OAK PRIVATE WEALTH LLC | 29,624 | $2,033,000 | 0.24% |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 41,872 | $2,733,000 | 0.18% |
Capital Advisors, Ltd. LLC | 12,532 | $818,000 | 0.15% |
Capital Investment Advisors, LLC | 54,027 | $3,526,000 | 0.12% |
Walkner Condon Financial Advisors LLC | 3,516 | $230,000 | 0.11% |