Confluence Wealth Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 4 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Confluence Wealth Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,539,341
+19.0%
110,257
+24.4%
1.29%
+10.8%
Q2 2023$5,494,723
+7.0%
88,596
+4.6%
1.16%
-2.8%
Q1 2023$5,135,265
+12.7%
84,712
+7.2%
1.20%
+1.2%
Q4 2022$4,554,922
+258.9%
79,037
+215.3%
1.18%
+120.5%
Q3 2022$1,269,000
+141.7%
25,067
+180.3%
0.54%
+132.5%
Q2 2022$525,0008,9440.23%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
WealthPlan Investment Management, LLC 107,919$6,968,3081.12%
WealthPLAN Partners, LLC 137,531$8,880,3880.91%
Capital Investment Advisors, LLC 47,427$3,062,3890.08%
Pacifica Partners Inc. 546$33,7470.02%
View complete list of ISHARES TR shareholders