ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 88 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,419 | -76.7% | 23,932 | -76.0% | 0.10% | -32.9% |
| Q2 2023 | $6,085 | +115.9% | 99,698 | +114.4% | 0.15% | +9.4% |
| Q1 2023 | $2,819 | -3.1% | 46,507 | -7.9% | 0.14% | -13.1% |
| Q4 2022 | $2,910 | -99.9% | 50,493 | -3.4% | 0.16% | +0.6% |
| Q3 2022 | $2,647,000 | -7.4% | 52,271 | +4.9% | 0.16% | +2.6% |
| Q2 2022 | $2,857,000 | +522.4% | 49,831 | +608.1% | 0.16% | +545.8% |
| Q1 2022 | $459,000 | – | 7,037 | – | 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% |