ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 66 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,423 | +3.4% | 175,736 | +8.2% | 0.02% | +10.0% |
| Q2 2023 | $10,076 | +5.9% | 162,469 | +3.5% | 0.02% | 0.0% |
| Q1 2023 | $9,519 | +28.8% | 157,027 | +22.5% | 0.02% | +11.1% |
| Q4 2022 | $7,389 | -99.9% | 128,221 | -6.7% | 0.02% | 0.0% |
| Q3 2022 | $6,962,000 | -26.1% | 137,484 | -16.3% | 0.02% | -28.0% |
| Q2 2022 | $9,418,000 | -17.7% | 164,298 | -6.4% | 0.02% | -3.8% |
| Q1 2022 | $11,442,000 | +57.2% | 175,461 | +63.4% | 0.03% | +62.5% |
| Q4 2021 | $7,280,000 | +11.1% | 107,381 | +6.9% | 0.02% | 0.0% |
| Q3 2021 | $6,555,000 | +2.2% | 100,434 | +5.6% | 0.02% | 0.0% |
| Q2 2021 | $6,411,000 | +16.5% | 95,106 | +12.1% | 0.02% | 0.0% |
| Q1 2021 | $5,501,000 | +2.4% | 84,815 | -0.4% | 0.02% | 0.0% |
| Q4 2020 | $5,371,000 | +37.5% | 85,127 | +19.0% | 0.02% | +23.1% |
| Q3 2020 | $3,907,000 | +28.8% | 71,536 | +21.2% | 0.01% | +18.2% |
| Q2 2020 | $3,034,000 | -15.6% | 59,035 | -25.9% | 0.01% | -35.3% |
| Q1 2020 | $3,595,000 | +10.1% | 79,617 | +47.1% | 0.02% | +41.7% |
| Q4 2019 | $3,266,000 | +23.5% | 54,139 | +13.3% | 0.01% | +9.1% |
| Q3 2019 | $2,645,000 | +3.5% | 47,778 | +4.4% | 0.01% | 0.0% |
| Q2 2019 | $2,556,000 | -4.8% | 45,767 | -7.7% | 0.01% | -8.3% |
| Q1 2019 | $2,685,000 | +20.0% | 49,595 | +9.1% | 0.01% | 0.0% |
| Q4 2018 | $2,237,000 | +11.6% | 45,443 | +27.7% | 0.01% | +20.0% |
| Q3 2018 | $2,005,000 | +38.9% | 35,586 | +34.4% | 0.01% | +25.0% |
| Q2 2018 | $1,444,000 | -0.9% | 26,482 | +3.5% | 0.01% | 0.0% |
| Q1 2018 | $1,457,000 | +14.6% | 25,588 | +19.5% | 0.01% | +14.3% |
| Q4 2017 | $1,271,000 | – | 21,409 | – | 0.01% | – |
Download | ||||||
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% |