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 | $237 | -36.3% | 4 | -33.3% | 0.00% | – |
| Q2 2023 | $372 | +2.2% | 6 | 0.0% | 0.00% | – |
| Q1 2023 | $364 | +57.6% | 6 | +50.0% | 0.00% | – |
| Q4 2022 | $231 | – | 4 | +100.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 2 | -80.0% | 0.00% | – |
| Q2 2022 | $1,000 | – | 10 | +150.0% | 0.00% | – |
| Q1 2022 | $0 | – | 4 | -33.3% | 0.00% | – |
| Q4 2021 | $0 | – | 6 | +500.0% | 0.00% | – |
| Q3 2021 | $0 | -100.0% | 1 | -88.9% | 0.00% | – |
| Q2 2021 | $1,000 | -98.4% | 9 | -99.3% | 0.00% | – |
| Q2 2020 | $63,000 | -76.4% | 1,230 | -79.2% | 0.00% | – |
| Q1 2020 | $267,000 | – | 5,920 | – | 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% |