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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,237 | -4.1% | 6,500 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $403,650 | +2.6% | 6,500 | 0.0% | 0.00% | -50.0% |
| Q1 2023 | $393,380 | +5.1% | 6,500 | 0.0% | 0.00% | +100.0% |
| Q4 2022 | $374,205 | +13.1% | 6,500 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $331,000 | -11.0% | 6,500 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $372,000 | -13.3% | 6,500 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $429,000 | -2.3% | 6,500 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $439,000 | +19.6% | 6,500 | +16.1% | 0.00% | 0.0% |
| Q3 2021 | $367,000 | -2.1% | 5,600 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $375,000 | – | 5,600 | – | 0.00% | – |
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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% |