Lebenthal Global Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 129 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Lebenthal Global Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,691,173
+18.8%
95,956
+24.2%
1.71%
+23.2%
Q2 2023$4,792,370
+113.9%
77,271
+109.0%
1.39%
+102.6%
Q1 2023$2,240,67636,9630.69%
Other shareholders
ISHARES TR shareholders Q1 2023
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