ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 67 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $58,000 | -4.9% | 896 | -1.1% | 0.02% | -5.9% |
| Q2 2021 | $61,000 | +17.3% | 906 | +12.3% | 0.02% | +6.2% |
| Q1 2021 | $52,000 | +62.5% | 807 | +61.4% | 0.02% | +45.5% |
| Q4 2020 | $32,000 | +28.0% | 500 | +8.2% | 0.01% | +10.0% |
| Q3 2020 | $25,000 | +4.2% | 462 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $24,000 | +14.3% | 459 | +0.9% | 0.01% | 0.0% |
| Q1 2020 | $21,000 | – | 455 | – | 0.01% | – |
Download | ||||||
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% |