ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 121 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,819,732 | -28.2% | 47,543 | -24.9% | 0.04% | -45.3% |
| Q2 2023 | $3,926,253 | +1097.0% | 63,307 | +1070.0% | 0.06% | +966.7% |
| Q1 2023 | $328,014 | +24.4% | 5,411 | +18.2% | 0.01% | +20.0% |
| Q4 2022 | $263,773 | +8.1% | 4,577 | -5.5% | 0.01% | 0.0% |
| Q3 2022 | $244,000 | +3.0% | 4,844 | +17.4% | 0.01% | 0.0% |
| Q2 2022 | $237,000 | -12.5% | 4,127 | -0.5% | 0.01% | +25.0% |
| Q1 2022 | $271,000 | – | 4,148 | – | 0.00% | – |
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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% |