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 | $1,779,300 | -4.4% | 30,000 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,860,600 | +2.3% | 30,000 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $1,818,600 | +2.0% | 30,000 | -3.0% | 0.00% | 0.0% |
| Q4 2022 | $1,783,130 | +13.8% | 30,941 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,567,000 | -8.9% | 30,941 | +3.1% | 0.00% | 0.0% |
| Q2 2022 | $1,720,000 | -12.1% | 30,000 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,956,000 | -12.9% | 30,000 | -9.4% | 0.00% | -25.0% |
| Q4 2021 | $2,245,000 | +3.8% | 33,118 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $2,162,000 | -3.1% | 33,118 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $2,232,000 | – | 33,118 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 245,171 | $14,129,214 | 11.33% |
| Fiduciary Planning LLC | 113,010 | $6,513 | 3.16% |
| Vestmark Advisory Solutions, Inc. | 780,438 | $44,976,642 | 2.19% |
| ShoreHaven Wealth Partners, LLC | 29,537 | $1,702,202 | 1.20% |
| Confluence Wealth Services, Inc. | 79,037 | $4,554,922 | 1.18% |
| WealthPlan Investment Management, LLC | 251,694 | $15,484,225 | 1.08% |
| WealthPLAN Partners, LLC | 251,742 | $15,482,143 | 1.08% |
| Navalign, LLC | 33,465 | $1,928,574 | 0.80% |
| Beacon Financial Advisory LLC | 17,498 | $1,008,435 | 0.72% |
| Aptus Capital Advisors, LLC | 385,195 | $22,198,787 | 0.68% |