Waterloo Capital, L.P. - ISHARES TR ownership

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
Waterloo Capital, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$688,233
-85.6%
11,604
-85.0%
0.20%
-85.7%
Q2 2023$4,794,456
+3.8%
77,305
+1.5%
1.42%
-0.9%
Q1 2023$4,616,81976,1601.43%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Gratus Capital, LLC 657,971$44,354,0004.92%
Vestmark Advisory Solutions, Inc. 676,632$45,564,0003.24%
Legacy Financial Advisors, Inc. 127,604$8,602,0002.18%
Beacon Financial Advisory LLC 14,802$998,0000.54%
GHP Investment Advisors, Inc. 81,278$5,479,0000.44%
BRANDYWINE OAK PRIVATE WEALTH LLC 29,407$1,982,0000.23%
BERKSHIRE ASSET MANAGEMENT LLC/PA 38,822$2,617,0000.18%
Capital Advisors, Ltd. LLC 11,944$805,0000.14%
CAPTRUST FINANCIAL ADVISORS 158,869$10,709,0000.10%
Cetera Advisors LLC 29,272$1,973,0000.05%
View complete list of ISHARES TR shareholders