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 | $36,266,007 | -0.7% | 611,465 | +3.9% | 0.00% | 0.0% |
| Q2 2023 | $36,510,696 | +12.5% | 588,692 | +10.0% | 0.00% | +33.3% |
| Q1 2023 | $32,452,270 | +44.4% | 535,339 | +37.3% | 0.00% | 0.0% |
| Q4 2022 | $22,467,396 | +17.7% | 389,856 | +3.4% | 0.00% | +50.0% |
| Q3 2022 | $19,093,000 | +28.9% | 377,054 | +45.9% | 0.00% | 0.0% |
| Q2 2022 | $14,817,000 | +2.0% | 258,490 | +16.1% | 0.00% | +100.0% |
| Q1 2022 | $14,523,000 | -5.1% | 222,685 | -1.4% | 0.00% | 0.0% |
| Q4 2021 | $15,306,000 | +59.4% | 225,746 | +53.5% | 0.00% | 0.0% |
| Q3 2021 | $9,602,000 | +9.9% | 147,110 | +13.5% | 0.00% | 0.0% |
| Q2 2021 | $8,736,000 | 0.0% | 129,598 | -3.8% | 0.00% | 0.0% |
| Q1 2021 | $8,736,000 | +8.6% | 134,682 | +5.6% | 0.00% | 0.0% |
| Q4 2020 | $8,044,000 | +17.8% | 127,492 | +2.0% | 0.00% | 0.0% |
| Q3 2020 | $6,827,000 | +5.8% | 125,001 | -0.4% | 0.00% | 0.0% |
| Q2 2020 | $6,454,000 | -16.8% | 125,541 | -26.9% | 0.00% | 0.0% |
| Q1 2020 | $7,760,000 | -26.9% | 171,823 | -2.4% | 0.00% | -50.0% |
| Q4 2019 | $10,620,000 | +12.9% | 176,033 | +3.6% | 0.00% | +100.0% |
| Q3 2019 | $9,403,000 | -4.3% | 169,838 | -3.4% | 0.00% | 0.0% |
| Q2 2019 | $9,826,000 | -50.5% | 175,895 | -52.0% | 0.00% | -66.7% |
| Q1 2019 | $19,857,000 | +17.4% | 366,685 | +6.8% | 0.00% | 0.0% |
| Q4 2018 | $16,914,000 | -11.3% | 343,478 | +1.6% | 0.00% | 0.0% |
| Q3 2018 | $19,059,000 | +13.1% | 338,231 | +9.4% | 0.00% | 0.0% |
| Q2 2018 | $16,855,000 | -5.8% | 309,032 | -1.6% | 0.00% | 0.0% |
| Q1 2018 | $17,891,000 | +6.4% | 314,149 | +11.0% | 0.00% | 0.0% |
| Q4 2017 | $16,808,000 | +10.7% | 283,019 | +6.9% | 0.00% | +50.0% |
| Q3 2017 | $15,182,000 | +8.9% | 264,772 | +4.4% | 0.00% | -33.3% |
| Q2 2017 | $13,937,000 | +25.6% | 253,605 | +19.5% | 0.00% | +50.0% |
| Q1 2017 | $11,095,000 | +28.4% | 212,310 | +20.1% | 0.00% | 0.0% |
| Q4 2016 | $8,643,000 | +2077.1% | 176,735 | +2138.6% | 0.00% | – |
| Q3 2016 | $397,000 | – | 7,895 | – | 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% |