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 | $103,854 | -76.2% | 1,795 | -74.5% | 0.01% | -76.2% |
| Q2 2023 | $436,363 | -28.0% | 7,036 | -27.7% | 0.02% | -34.4% |
| Q1 2023 | $606,189 | -19.7% | 9,735 | -25.7% | 0.03% | -38.5% |
| Q4 2022 | $755,235 | +1325.0% | 13,105 | +1186.1% | 0.05% | +1200.0% |
| Q3 2022 | $53,000 | +12.8% | 1,019 | +23.4% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | +2.2% | 826 | +8.8% | 0.00% | 0.0% |
| Q1 2022 | $46,000 | – | 759 | – | 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% |