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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $54,497 | 0.0% | 899 | 0.0% | 0.00% | – |
| Q1 2023 | $54,497 | +6.9% | 899 | 0.0% | 0.00% | – |
| Q2 2022 | $51,000 | -12.1% | 899 | 0.0% | 0.00% | – |
| Q1 2022 | $58,000 | -3.3% | 899 | 0.0% | 0.00% | – |
| Q4 2021 | $60,000 | +3.4% | 899 | 0.0% | 0.00% | – |
| Q3 2021 | $58,000 | +18.4% | 899 | 0.0% | 0.00% | – |
| Q3 2020 | $49,000 | +6.5% | 899 | 0.0% | 0.00% | – |
| Q2 2020 | $46,000 | -14.8% | 899 | 0.0% | 0.00% | – |
| Q1 2020 | $54,000 | 0.0% | 899 | 0.0% | 0.00% | – |
| Q4 2019 | $54,000 | +10.2% | 899 | 0.0% | 0.00% | – |
| Q3 2019 | $49,000 | -2.0% | 899 | 0.0% | 0.00% | – |
| Q2 2019 | $50,000 | +4.2% | 899 | 0.0% | 0.00% | – |
| Q1 2019 | $48,000 | +9.1% | 899 | 0.0% | 0.00% | – |
| Q4 2018 | $44,000 | -10.2% | 899 | 0.0% | 0.00% | – |
| Q2 2018 | $49,000 | -7.5% | 899 | 0.0% | 0.00% | – |
| Q1 2018 | $53,000 | 0.0% | 899 | 0.0% | 0.00% | – |
| Q4 2017 | $53,000 | +3.9% | 899 | 0.0% | 0.00% | – |
| Q3 2017 | $51,000 | – | 899 | – | 0.00% | – |
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% |