ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 129 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,671 | -50.0% | 382 | -50.0% | 0.00% | 0.0% |
| Q2 2023 | $45,362 | +111.7% | 764 | +102.1% | 0.00% | 0.0% |
| Q1 2023 | $21,424 | +3897.0% | 378 | -96.0% | 0.00% | -92.9% |
| Q4 2022 | $536 | -99.8% | 9,404 | +52.4% | 0.01% | +55.6% |
| Q3 2022 | $352,000 | +0.3% | 6,169 | +0.0% | 0.01% | -18.2% |
| Q2 2022 | $351,000 | -5.6% | 6,168 | -5.6% | 0.01% | +120.0% |
| Q1 2022 | $372,000 | +1388.0% | 6,535 | +1680.7% | 0.01% | – |
| Q4 2021 | $25,000 | +4.2% | 367 | +0.5% | 0.00% | – |
| Q3 2021 | $24,000 | -4.0% | 365 | 0.0% | 0.00% | -100.0% |
| Q2 2021 | $25,000 | – | 365 | – | 0.00% | – |
| Q1 2021 | $0 | – | 0 | – | 0.00% | – |
| Q4 2020 | $0 | – | 0 | – | 0.00% | – |
| Q3 2020 | $0 | – | 0 | – | 0.00% | – |
| Q2 2020 | $0 | – | 0 | – | 0.00% | – |
| Q1 2020 | $0 | – | 0 | – | 0.00% | – |
| Q4 2019 | $0 | – | 0 | – | 0.00% | – |
| Q3 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2018 | $65,000 | +3.2% | 1,150 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $63,000 | +1.6% | 1,150 | +9.5% | 0.00% | 0.0% |
| Q1 2018 | $62,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $62,000 | -1.6% | 1,050 | -4.5% | 0.00% | 0.0% |
| Q3 2017 | $63,000 | +133.3% | 1,100 | +120.0% | 0.00% | +200.0% |
| Q2 2017 | $27,000 | +68.8% | 500 | +66.7% | 0.00% | 0.0% |
| Q1 2017 | $16,000 | – | 300 | – | 0.00% | – |
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% |