ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 129 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| Vestmark Advisory Solutions, Inc. | 493,204 | $32,191,000 | 2.18% |
| Legacy Financial Advisors, Inc. | 132,771 | $8,666,000 | 2.12% |
| New Capital Management LP | 22,441 | $1,462,000 | 0.80% |
| Beacon Financial Advisory LLC | 14,925 | $974,000 | 0.51% |
| GHP Investment Advisors, Inc. | 79,541 | $5,192,000 | 0.41% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 29,624 | $2,033,000 | 0.24% |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | 41,872 | $2,733,000 | 0.18% |
| Capital Advisors, Ltd. LLC | 12,532 | $818,000 | 0.15% |
| Capital Investment Advisors, LLC | 54,027 | $3,526,000 | 0.12% |
| Walkner Condon Financial Advisors LLC | 3,516 | $230,000 | 0.11% |