ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 66 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $824,569 | -8.1% | 13,903 | -3.9% | 0.16% | -1.8% |
| Q2 2023 | $897,535 | +1.5% | 14,472 | -0.8% | 0.17% | -7.2% |
| Q1 2023 | $884,306 | +4.3% | 14,587 | -0.9% | 0.18% | -1.1% |
| Q4 2022 | $848,066 | -31.2% | 14,716 | -39.5% | 0.18% | -38.0% |
| Q3 2022 | $1,232,000 | -49.1% | 24,332 | -42.4% | 0.30% | -51.0% |
| Q2 2022 | $2,420,000 | +460.2% | 42,207 | +536.6% | 0.60% | +520.6% |
| Q1 2022 | $432,000 | -84.0% | 6,630 | -83.4% | 0.10% | -84.4% |
| Q4 2021 | $2,705,000 | -68.8% | 39,900 | -69.9% | 0.62% | -70.8% |
| Q3 2021 | $8,666,000 | +0.7% | 132,771 | +4.0% | 2.12% | -2.5% |
| Q2 2021 | $8,602,000 | +14.6% | 127,604 | +10.2% | 2.18% | +5.8% |
| Q1 2021 | $7,509,000 | +6.8% | 115,759 | +3.8% | 2.06% | +3.5% |
| Q4 2020 | $7,034,000 | +25.7% | 111,476 | +8.8% | 1.99% | +16.5% |
| Q3 2020 | $5,596,000 | +5.5% | 102,456 | -0.7% | 1.71% | -10.4% |
| Q2 2020 | $5,305,000 | +78.9% | 103,189 | +68.1% | 1.91% | +73.4% |
| Q1 2020 | $2,965,000 | +13377.3% | 61,394 | +14947.5% | 1.10% | +15600.0% |
| Q1 2019 | $22,000 | +10.0% | 408 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $20,000 | -41.2% | 408 | -32.6% | 0.01% | -33.3% |
| Q3 2018 | $34,000 | 0.0% | 605 | 0.0% | 0.01% | -7.7% |
| Q2 2018 | $34,000 | 0.0% | 605 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $34,000 | -5.6% | 605 | -0.7% | 0.01% | -6.7% |
| Q4 2017 | $36,000 | – | 609 | – | 0.02% | – |
Download | ||||||
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% |