Beacon Financial Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 137 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Beacon Financial Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,326,384
-3.4%
22,364
+1.0%
0.73%
-7.1%
Q2 2023$1,373,687
+13.9%
22,149
+11.3%
0.79%
+2.9%
Q1 2023$1,206,235
+19.6%
19,898
+13.7%
0.77%
+6.1%
Q4 2022$1,008,435
+10.6%
17,498
-2.9%
0.72%
+11.1%
Q3 2022$912,000
-10.7%
18,016
+1.2%
0.65%
+11.9%
Q2 2022$1,021,000
-10.5%
17,805
+1.8%
0.58%
+6.6%
Q1 2022$1,141,000
+11.1%
17,490
+15.4%
0.54%
+15.0%
Q4 2021$1,027,000
+5.4%
15,150
+1.5%
0.47%
-6.3%
Q3 2021$974,000
-2.4%
14,925
+0.8%
0.51%
-5.6%
Q2 2021$998,000
+6.4%
14,802
+2.3%
0.54%
-0.2%
Q1 2021$938,000
+0.5%
14,463
-2.2%
0.54%
-11.4%
Q4 2020$933,000
+17.2%
14,789
+1.4%
0.61%
-12.4%
Q3 2020$796,000
+8.4%
14,579
+2.0%
0.69%
-13.4%
Q2 2020$734,000
+14.0%
14,293
+0.1%
0.80%
-2.4%
Q1 2020$644,000
-22.2%
14,278
+4.0%
0.82%
+15.5%
Q4 2019$828,00013,7310.71%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Capital Advisors, Ltd. LLC 11,716$639,0000.20%
Cetera Advisor Networks LLC 12,548$684,0000.03%
Cornerstone Wealth Management, LLC 129,195$2,381,0000.03%
BB&T SECURITIES, LLC 38,257$2,086,0000.02%
OPTIMUM INVESTMENT ADVISORS 1,360$74,0000.02%
Virtu Financial LLC 8,338$455,0000.02%
Azimuth Capital Management LLC 4,100$224,0000.02%
Legacy Financial Advisors, Inc. 605$34,0000.01%
LINCOLN NATIONAL CORP 5,530$302,0000.01%
JANE STREET GROUP, LLC 80,298$4,379,0000.01%
View complete list of ISHARES TR shareholders