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 | $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 ↓ |
|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 493,204 | $32,191,000 | 2.18% |
| Legacy Financial Advisors, Inc. | 132,771 | $8,666,000 | 2.12% |
| New Capital Management LP | 22,441 | $1,462,000 | 0.80% |
| Beacon Financial Advisory LLC | 14,925 | $974,000 | 0.51% |
| GHP Investment Advisors, Inc. | 79,541 | $5,192,000 | 0.41% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 29,624 | $2,033,000 | 0.24% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 41,872 | $2,733,000 | 0.18% |
| Capital Advisors, Ltd. LLC | 12,532 | $818,000 | 0.15% |
| Capital Investment Advisors, LLC | 54,027 | $3,526,000 | 0.12% |
| Walkner Condon Financial Advisors LLC | 3,516 | $230,000 | 0.11% |