ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 58 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,104,833 | +104.4% | 35,489 | +113.8% | 0.04% | +105.6% |
| Q2 2023 | $1,029,715 | +122048.9% | 16,603 | +19.4% | 0.02% | +5.9% |
| Q1 2023 | $843 | +85.7% | 13,902 | +76.6% | 0.02% | +41.7% |
| Q4 2022 | $454 | -99.9% | 7,871 | -22.9% | 0.01% | -40.0% |
| Q1 2022 | $666,000 | -11.0% | 10,209 | -7.4% | 0.02% | -9.1% |
| Q4 2021 | $748,000 | +45.2% | 11,026 | +39.9% | 0.02% | +29.4% |
| Q3 2021 | $515,000 | +12.2% | 7,884 | +15.9% | 0.02% | +6.2% |
| Q2 2021 | $459,000 | – | 6,803 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 254,944 | $15,811,619 | 11.00% |
| Fiduciary Planning LLC | 117,367 | $7,279,072 | 3.35% |
| TrueWealth Advisors, LLC | 73,464 | $4,556,267 | 1.87% |
| Vestmark Advisory Solutions, Inc. | 741,821 | $46,007,738 | 1.75% |
| Waterloo Capital, L.P. | 77,305 | $4,794,456 | 1.42% |
| WealthPlan Investment Management, LLC | 75,853 | $4,701,180 | 1.40% |
| Lebenthal Global Advisors, LLC | 77,271 | $4,792,370 | 1.39% |
| ShoreHaven Wealth Partners, LLC | 29,533 | $1,831,623 | 1.22% |
| Confluence Wealth Services, Inc. | 88,596 | $5,494,723 | 1.16% |
| WealthPLAN Partners, LLC | 98,832 | $6,129,587 | 0.87% |