ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 137 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $41,403 | +5.2% | 683 | 0.0% | 0.00% | – |
| Q4 2022 | $39,361 | +12.5% | 683 | 0.0% | 0.00% | – |
| Q3 2022 | $35,000 | -27.1% | 683 | -17.6% | 0.00% | – |
| Q2 2022 | $48,000 | -5.9% | 829 | +6.4% | 0.00% | – |
| Q1 2022 | $51,000 | +410.0% | 779 | +358.2% | 0.00% | – |
| Q2 2018 | $10,000 | 0.0% | 170 | 0.0% | 0.00% | – |
| Q1 2018 | $10,000 | 0.0% | 170 | 0.0% | 0.00% | – |
| Q4 2017 | $10,000 | – | 170 | – | 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% |