ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 121 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,691,525 | +32667.0% | 59,197 | +32787.2% | 0.00% | – |
| Q2 2023 | $11,266 | -99.1% | 180 | -99.2% | 0.00% | -100.0% |
| Q4 2022 | $1,320,104 | +6.8% | 22,690 | +8.1% | 0.00% | 0.0% |
| Q3 2022 | $1,236,000 | +5.6% | 20,988 | +4.8% | 0.00% | 0.0% |
| Q2 2022 | $1,170,000 | -12.7% | 20,030 | -0.9% | 0.00% | 0.0% |
| Q1 2022 | $1,340,000 | -10.9% | 20,214 | -8.3% | 0.00% | 0.0% |
| Q4 2021 | $1,504,000 | +3.6% | 22,051 | +0.4% | 0.00% | 0.0% |
| Q3 2021 | $1,452,000 | -1.0% | 21,955 | +2.0% | 0.00% | 0.0% |
| Q2 2021 | $1,466,000 | +21.2% | 21,533 | +18.0% | 0.00% | 0.0% |
| Q1 2021 | $1,210,000 | +6.8% | 18,245 | +3.9% | 0.00% | 0.0% |
| Q4 2020 | $1,133,000 | +17.5% | 17,567 | +0.3% | 0.00% | 0.0% |
| Q3 2020 | $964,000 | +5.7% | 17,510 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $912,000 | +22.4% | 17,447 | +2.9% | 0.00% | 0.0% |
| Q1 2020 | $745,000 | -29.2% | 16,956 | -2.7% | 0.00% | 0.0% |
| Q4 2019 | $1,052,000 | +12.6% | 17,434 | +3.4% | 0.00% | 0.0% |
| Q3 2019 | $934,000 | +3.5% | 16,866 | +4.5% | 0.00% | 0.0% |
| Q2 2019 | $902,000 | +11.4% | 16,141 | +7.9% | 0.00% | 0.0% |
| Q1 2019 | $810,000 | +20.5% | 14,962 | +9.6% | 0.00% | 0.0% |
| Q4 2018 | $672,000 | +8300.0% | 13,651 | +9314.5% | 0.00% | – |
| Q3 2018 | $8,000 | 0.0% | 145 | 0.0% | 0.00% | – |
| Q2 2018 | $8,000 | 0.0% | 145 | 0.0% | 0.00% | – |
| Q1 2018 | $8,000 | -11.1% | 145 | 0.0% | 0.00% | – |
| Q4 2017 | $9,000 | +12.5% | 145 | 0.0% | 0.00% | – |
| Q3 2017 | $8,000 | -61.9% | 145 | -61.8% | 0.00% | – |
| Q2 2017 | $21,000 | -92.5% | 380 | -92.9% | 0.00% | – |
| Q1 2017 | $279,000 | -42.2% | 5,345 | -47.9% | 0.00% | -100.0% |
| Q4 2016 | $483,000 | – | 10,265 | – | 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% |