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 | 254,944 | $15,811,619 | 11.00% |
Fiduciary Planning LLC | 117,367 | $7,279,072 | 3.35% |
TrueWealth Advisors, LLC | 73,464 | $4,556,267 | 1.87% |
Vestmark Advisory Solutions, Inc. | 741,821 | $46,007,738 | 1.75% |
Waterloo Capital, L.P. | 77,305 | $4,794,456 | 1.42% |
WealthPlan Investment Management, LLC | 75,853 | $4,701,180 | 1.40% |
Lebenthal Global Advisors, LLC | 77,271 | $4,792,370 | 1.39% |
ShoreHaven Wealth Partners, LLC | 29,533 | $1,831,623 | 1.22% |
Confluence Wealth Services, Inc. | 88,596 | $5,494,723 | 1.16% |
WealthPLAN Partners, LLC | 98,832 | $6,129,587 | 0.87% |