ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 58 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $652,588 | -52.0% | 11,003 | -51.0% | 0.23% | -56.5% |
| Q1 2023 | $1,360,373 | +5.2% | 22,441 | 0.0% | 0.52% | -6.5% |
| Q4 2022 | $1,293,275 | +13.8% | 22,441 | 0.0% | 0.56% | -10.8% |
| Q3 2022 | $1,136,000 | -11.4% | 22,441 | 0.0% | 0.62% | -11.8% |
| Q2 2022 | $1,282,000 | -12.4% | 22,441 | 0.0% | 0.71% | -33.0% |
| Q1 2022 | $1,464,000 | -3.7% | 22,441 | 0.0% | 1.05% | +33.4% |
| Q4 2021 | $1,521,000 | +4.0% | 22,441 | 0.0% | 0.79% | -1.7% |
| Q3 2021 | $1,462,000 | +0.4% | 22,441 | 0.0% | 0.80% | -38.1% |
| Q1 2021 | $1,456,000 | +2.8% | 22,441 | 0.0% | 1.30% | +78.1% |
| Q4 2020 | $1,416,000 | – | 22,441 | – | 0.73% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 269,533 | $15,986,017 | 12.02% |
| Vestmark Advisory Solutions, Inc. | 686,385 | $40,709,494 | 2.96% |
| TrueWealth Advisors, LLC | 74,753 | $4,433,629 | 1.87% |
| Lebenthal Global Advisors, LLC | 95,956 | $5,691,173 | 1.71% |
| Sound Financial Strategies Group, LLC | 28,593 | $1,695,851 | 1.40% |
| Confluence Wealth Services, Inc. | 110,257 | $6,539,341 | 1.29% |
| ShoreHaven Wealth Partners, LLC | 28,821 | $1,709,352 | 1.18% |
| WealthPlan Investment Management, LLC | 103,585 | $6,143,605 | 1.09% |
| WealthPLAN Partners, LLC | 134,421 | $7,972,523 | 0.93% |
| Beacon Financial Advisory LLC | 22,364 | $1,326,384 | 0.73% |