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 | $1,244,207 | -7.8% | 20,978 | -3.6% | 0.15% | -3.3% |
| Q2 2023 | $1,349,617 | +1.7% | 21,761 | -0.6% | 0.15% | -2.6% |
| Q1 2023 | $1,327,517 | +4.6% | 21,899 | -0.6% | 0.16% | -1.9% |
| Q4 2022 | $1,269,095 | -12.9% | 22,021 | -23.5% | 0.16% | -20.2% |
| Q3 2022 | $1,457,000 | -35.2% | 28,774 | -26.7% | 0.20% | -31.2% |
| Q2 2022 | $2,249,000 | -19.2% | 39,235 | -8.1% | 0.29% | -9.4% |
| Q1 2022 | $2,784,000 | +12.1% | 42,692 | +14.1% | 0.32% | +17.3% |
| Q4 2021 | $2,483,000 | +22.1% | 37,429 | +26.3% | 0.27% | +14.8% |
| Q3 2021 | $2,033,000 | +2.6% | 29,624 | +0.7% | 0.24% | +2.2% |
| Q2 2021 | $1,982,000 | +3.3% | 29,407 | -0.6% | 0.23% | -18.4% |
| Q1 2021 | $1,919,000 | -1.4% | 29,586 | -4.1% | 0.28% | -4.7% |
| Q4 2020 | $1,947,000 | +11.3% | 30,866 | -3.7% | 0.30% | +1.4% |
| Q3 2020 | $1,750,000 | +22.0% | 32,042 | +14.8% | 0.29% | +14.9% |
| Q2 2020 | $1,435,000 | -11.1% | 27,919 | +49.7% | 0.26% | -23.4% |
| Q1 2020 | $1,614,000 | – | 18,648 | – | 0.33% | – |
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% |