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 | $1,709,352 | -6.7% | 28,821 | -2.4% | 1.18% | -4.0% |
Q2 2023 | $1,831,623 | +0.5% | 29,533 | -1.8% | 1.22% | -4.1% |
Q1 2023 | $1,822,255 | +7.1% | 30,060 | +1.8% | 1.28% | +6.5% |
Q4 2022 | $1,702,202 | +17.1% | 29,537 | +2.9% | 1.20% | +8.1% |
Q3 2022 | $1,454,000 | -9.7% | 28,714 | +2.2% | 1.11% | -4.0% |
Q2 2022 | $1,610,000 | +58.0% | 28,088 | +79.7% | 1.16% | +114.9% |
Q1 2022 | $1,019,000 | – | 15,633 | – | 0.54% | – |
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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% |