ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 105 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,186,497 | -14.2% | 20,005 | -10.3% | 0.33% | -8.1% |
| Q2 2023 | $1,383,232 | +2.3% | 22,303 | -0.0% | 0.36% | +2.6% |
| Q1 2023 | $1,352,553 | +4.4% | 22,312 | -0.7% | 0.35% | +0.6% |
| Q4 2022 | $1,295,350 | -10.2% | 22,477 | -21.1% | 0.35% | -15.1% |
| Q3 2022 | $1,443,000 | -12.3% | 28,500 | -0.8% | 0.41% | -7.4% |
| Q2 2022 | $1,646,000 | – | 28,718 | – | 0.44% | – |
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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% |