Detalus Advisors, LLC - ISHARES TR ownership

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
Detalus Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$778,518
+14.9%
13,126
+20.2%
0.36%
+20.5%
Q2 2023$677,398
+21.3%
10,922
+18.6%
0.30%
+13.5%
Q1 2023$558,310
+4.3%
9,210
-0.8%
0.27%
+2.3%
Q4 2022$535,037
+19.7%
9,284
+5.3%
0.26%
-2.6%
Q3 2022$447,0008,8200.27%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
AJ Advisors, LLC 269,533$15,986,01712.02%
Vestmark Advisory Solutions, Inc. 686,385$40,709,4942.96%
TrueWealth Advisors, LLC 74,753$4,433,6291.87%
Lebenthal Global Advisors, LLC 95,956$5,691,1731.71%
Sound Financial Strategies Group, LLC 28,593$1,695,8511.40%
Confluence Wealth Services, Inc. 110,257$6,539,3411.29%
ShoreHaven Wealth Partners, LLC 28,821$1,709,3521.18%
WealthPlan Investment Management, LLC 103,585$6,143,6051.09%
WealthPLAN Partners, LLC 134,421$7,972,5230.93%
Beacon Financial Advisory LLC 22,364$1,326,3840.73%
View complete list of ISHARES TR shareholders