ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 101 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,080,591 | +1.3% | 18,219 | +5.9% | 0.65% | +2.1% |
| Q2 2023 | $1,067,055 | +4.3% | 17,205 | +1.9% | 0.63% | +0.8% |
| Q1 2023 | $1,023,299 | +3.8% | 16,881 | -1.3% | 0.63% | -3.1% |
| Q4 2022 | $986,191 | -7.0% | 17,112 | -18.3% | 0.65% | -14.3% |
| Q3 2022 | $1,060,848 | -7.9% | 20,949 | +4.3% | 0.76% | -6.3% |
| Q2 2022 | $1,151,591 | -8.5% | 20,089 | +4.1% | 0.81% | -2.2% |
| Q1 2022 | $1,258,638 | -4.5% | 19,299 | -0.8% | 0.82% | -4.1% |
| Q4 2021 | $1,318,399 | – | 19,445 | – | 0.86% | – |
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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% |