ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 41 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,786 | -56.5% | 165 | -54.5% | 0.00% | – |
| Q2 2023 | $22,513 | +2.3% | 363 | 0.0% | 0.00% | – |
| Q1 2023 | $22,005 | -51.1% | 363 | -53.5% | 0.00% | -100.0% |
| Q4 2022 | $45,009 | +15.4% | 781 | +0.4% | 0.00% | 0.0% |
| Q3 2022 | $39,000 | +50.0% | 778 | +69.1% | 0.00% | – |
| Q2 2022 | $26,000 | -13.3% | 460 | 0.0% | 0.00% | – |
| Q1 2022 | $30,000 | -3.2% | 460 | 0.0% | 0.00% | – |
| Q4 2021 | $31,000 | +3.3% | 460 | 0.0% | 0.00% | -100.0% |
| Q3 2021 | $30,000 | -3.2% | 460 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $31,000 | -99.9% | 460 | -50.0% | 0.00% | 0.0% |
| Q1 2021 | $59,678,000 | +205686.2% | 920 | +100.0% | 0.00% | 0.0% |
| Q4 2020 | $29,000 | -19.4% | 460 | -30.3% | 0.00% | 0.0% |
| Q3 2020 | $36,000 | +5.9% | 660 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $34,000 | – | 660 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 245,171 | $14,129,214 | 11.33% |
| Fiduciary Planning LLC | 113,010 | $6,513 | 3.16% |
| Vestmark Advisory Solutions, Inc. | 780,438 | $44,976,642 | 2.19% |
| ShoreHaven Wealth Partners, LLC | 29,537 | $1,702,202 | 1.20% |
| Confluence Wealth Services, Inc. | 79,037 | $4,554,922 | 1.18% |
| WealthPlan Investment Management, LLC | 251,694 | $15,484,225 | 1.08% |
| WealthPLAN Partners, LLC | 251,742 | $15,482,143 | 1.08% |
| Navalign, LLC | 33,465 | $1,928,574 | 0.80% |
| Beacon Financial Advisory LLC | 17,498 | $1,008,435 | 0.72% |
| Aptus Capital Advisors, LLC | 385,195 | $22,198,787 | 0.68% |