ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 88 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
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 ↓ |
|---|---|---|---|
| AJ Advisors, LLC | 269,533 | $15,986,017 | 12.02% |
| Vestmark Advisory Solutions, Inc. | 686,385 | $40,709,494 | 2.96% |
| TrueWealth Advisors, LLC | 74,753 | $4,433,629 | 1.87% |
| Lebenthal Global Advisors, LLC | 95,956 | $5,691,173 | 1.71% |
| Sound Financial Strategies Group, LLC | 28,593 | $1,695,851 | 1.40% |
| Confluence Wealth Services, Inc. | 110,257 | $6,539,341 | 1.29% |
| ShoreHaven Wealth Partners, LLC | 28,821 | $1,709,352 | 1.18% |
| WealthPlan Investment Management, LLC | 103,585 | $6,143,605 | 1.09% |
| WealthPLAN Partners, LLC | 134,421 | $7,972,523 | 0.93% |
| Beacon Financial Advisory LLC | 22,364 | $1,326,384 | 0.73% |