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
| 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 ↓ |
|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 493,204 | $32,191,000 | 2.18% |
| Legacy Financial Advisors, Inc. | 132,771 | $8,666,000 | 2.12% |
| New Capital Management LP | 22,441 | $1,462,000 | 0.80% |
| Beacon Financial Advisory LLC | 14,925 | $974,000 | 0.51% |
| GHP Investment Advisors, Inc. | 79,541 | $5,192,000 | 0.41% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 29,624 | $2,033,000 | 0.24% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 41,872 | $2,733,000 | 0.18% |
| Capital Advisors, Ltd. LLC | 12,532 | $818,000 | 0.15% |
| Capital Investment Advisors, LLC | 54,027 | $3,526,000 | 0.12% |
| Walkner Condon Financial Advisors LLC | 3,516 | $230,000 | 0.11% |