ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 137 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $288,886 | +4.5% | 4,474 | -4.0% | 0.02% | 0.0% |
| Q3 2023 | $276,325 | -9.7% | 4,659 | -5.6% | 0.02% | -5.0% |
| Q2 2023 | $306,007 | +1.3% | 4,934 | -1.0% | 0.02% | 0.0% |
| Q1 2023 | $302,191 | +6.9% | 4,985 | +1.7% | 0.02% | 0.0% |
| Q4 2022 | $282,618 | -16.6% | 4,904 | -26.7% | 0.02% | -20.0% |
| Q3 2022 | $339,000 | -60.1% | 6,691 | -54.8% | 0.02% | -59.7% |
| Q2 2022 | $849,000 | – | 14,807 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 302,791 | $20,408,118 | 11.29% |
| Lynx Investment Advisory | 46,911 | $3,161,800 | 2.34% |
| TrueWealth Advisors, LLC | 68,001 | $4,583,266 | 1.70% |
| Vestmark Advisory Solutions, Inc. | 480,265 | $32,369,861 | 1.35% |
| WealthPLAN Partners, LLC | 135,756 | $9,149,977 | 0.98% |
| ShoreHaven Wealth Partners, LLC | 27,228 | $1,835,192 | 0.96% |
| WealthPlan Investment Management, LLC | 85,559 | $5,766,663 | 0.87% |
| Lebenthal Global Advisors, LLC | 49,124 | $3,310,977 | 0.73% |
| FIFTH THIRD SECURITIES, INC. | 113,257 | $7,633,522 | 0.70% |
| Clarity Asset Management, Inc. | 13,089 | $882,200 | 0.63% |