ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 41 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $790,662 | -4.4% | 13,331 | 0.0% | 0.00% | – |
| Q2 2023 | $826,789 | -36.3% | 13,331 | -37.7% | 0.00% | -100.0% |
| Q1 2023 | $1,297,450 | +5.2% | 21,403 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $1,233,455 | +19.4% | 21,403 | +4.9% | 0.00% | 0.0% |
| Q3 2022 | $1,033,000 | -11.7% | 20,403 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $1,170,000 | +26.1% | 20,403 | +43.4% | 0.00% | – |
| Q1 2022 | $928,000 | -3.8% | 14,227 | 0.0% | 0.00% | – |
| Q4 2021 | $965,000 | +18.7% | 14,227 | +14.2% | 0.00% | – |
| Q3 2021 | $813,000 | -3.2% | 12,454 | 0.0% | 0.00% | – |
| Q2 2021 | $840,000 | +23.7% | 12,454 | +18.9% | 0.00% | – |
| Q1 2021 | $679,000 | -35.6% | 10,470 | -45.8% | 0.00% | -100.0% |
| Q3 2020 | $1,054,000 | – | 19,306 | – | 0.00% | – |
Download | ||||||
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% |