ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 101 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,765,362 | -4.4% | 29,765 | 0.0% | 0.30% | -4.4% |
| Q2 2023 | $1,846,025 | +2.3% | 29,765 | 0.0% | 0.32% | -6.2% |
| Q1 2023 | $1,804,354 | +4.4% | 29,765 | -0.7% | 0.34% | -1.5% |
| Q4 2022 | $1,728,208 | +118.5% | 29,988 | +92.0% | 0.34% | +96.6% |
| Q3 2022 | $791,000 | – | 15,618 | – | 0.18% | – |
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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% |