ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 67 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,754,442 | -1.7% | 669,941 | +2.8% | 0.06% | -19.2% |
| Q2 2023 | $40,450,064 | +8.8% | 651,939 | +6.4% | 0.07% | +4.3% |
| Q1 2023 | $37,181,359 | +18.2% | 612,970 | +12.4% | 0.07% | +9.4% |
| Q4 2022 | $31,459,138 | +8.9% | 545,583 | -4.3% | 0.06% | -3.0% |
| Q3 2022 | $28,876,000 | -7.4% | 570,149 | +4.8% | 0.07% | -4.3% |
| Q2 2022 | $31,182,000 | +53.2% | 543,890 | +73.4% | 0.07% | +72.5% |
| Q1 2022 | $20,358,000 | +27.7% | 313,589 | +33.4% | 0.04% | +33.3% |
| Q4 2021 | $15,945,000 | +10.8% | 235,144 | +6.7% | 0.03% | 0.0% |
| Q3 2021 | $14,386,000 | +21.1% | 220,407 | +25.0% | 0.03% | +15.4% |
| Q2 2021 | $11,884,000 | +18.7% | 176,301 | +14.2% | 0.03% | +8.3% |
| Q1 2021 | $10,011,000 | +67.2% | 154,338 | +62.7% | 0.02% | +50.0% |
| Q4 2020 | $5,987,000 | +4889.2% | 94,880 | +4276.4% | 0.02% | – |
| Q3 2020 | $120,000 | +7.1% | 2,168 | +0.1% | 0.00% | – |
| Q2 2020 | $112,000 | +83.6% | 2,165 | -93.3% | 0.00% | – |
| Q1 2020 | $61,000 | – | 32,498 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 254,944 | $15,811,619 | 11.00% |
| Fiduciary Planning LLC | 117,367 | $7,279,072 | 3.35% |
| TrueWealth Advisors, LLC | 73,464 | $4,556,267 | 1.87% |
| Vestmark Advisory Solutions, Inc. | 741,821 | $46,007,738 | 1.75% |
| Waterloo Capital, L.P. | 77,305 | $4,794,456 | 1.42% |
| WealthPlan Investment Management, LLC | 75,853 | $4,701,180 | 1.40% |
| Lebenthal Global Advisors, LLC | 77,271 | $4,792,370 | 1.39% |
| ShoreHaven Wealth Partners, LLC | 29,533 | $1,831,623 | 1.22% |
| Confluence Wealth Services, Inc. | 88,596 | $5,494,723 | 1.16% |
| WealthPLAN Partners, LLC | 98,832 | $6,129,587 | 0.87% |