ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 40 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $34,901 | +5.5% | 518 | +5.5% | 0.00% | – |
| Q1 2024 | $33,078 | +53.4% | 491 | +47.0% | 0.00% | – |
| Q4 2023 | $21,567 | -18.6% | 334 | -25.3% | 0.00% | – |
| Q3 2023 | $26,511 | +34.0% | 447 | +40.1% | 0.00% | – |
| Q2 2023 | $19,784 | +79.3% | 319 | +75.3% | 0.00% | – |
| Q1 2023 | $11,032 | +105.9% | 182 | +95.7% | 0.00% | – |
| Q4 2022 | $5,359 | +7.2% | 93 | -11.4% | 0.00% | – |
| Q3 2022 | $5,000 | -28.6% | 105 | -19.8% | 0.00% | – |
| Q2 2022 | $7,000 | -66.7% | 131 | -59.2% | 0.00% | – |
| Q1 2022 | $21,000 | -32.3% | 321 | -28.8% | 0.00% | – |
| Q4 2021 | $31,000 | +3.3% | 451 | -0.7% | 0.00% | – |
| Q3 2021 | $30,000 | +25.0% | 454 | +28.2% | 0.00% | – |
| Q2 2021 | $24,000 | +500.0% | 354 | +490.0% | 0.00% | – |
| Q1 2021 | $4,000 | – | 60 | +5900.0% | 0.00% | – |
| Q2 2020 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 302,791 | $20,408,118 | 11.29% |
| Lynx Investment Advisory | 46,911 | $3,161,800 | 2.34% |
| TrueWealth Advisors, LLC | 68,001 | $4,583,266 | 1.70% |
| Vestmark Advisory Solutions, Inc. | 480,265 | $32,369,861 | 1.35% |
| WealthPLAN Partners, LLC | 135,756 | $9,149,977 | 0.98% |
| ShoreHaven Wealth Partners, LLC | 27,228 | $1,835,192 | 0.96% |
| WealthPlan Investment Management, LLC | 85,559 | $5,766,663 | 0.87% |
| Lebenthal Global Advisors, LLC | 49,124 | $3,310,977 | 0.73% |
| FIFTH THIRD SECURITIES, INC. | 113,257 | $7,633,522 | 0.70% |
| Clarity Asset Management, Inc. | 13,089 | $882,200 | 0.63% |