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 | $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 | 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% |