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 | $1,339,812 | -4.4% | 22,590 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $1,401,031 | -4.5% | 22,590 | -6.6% | 0.00% | 0.0% |
| Q1 2023 | $1,466,397 | +3.4% | 24,190 | -1.7% | 0.00% | 0.0% |
| Q4 2022 | $1,417,698 | +13.8% | 24,600 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $1,246,000 | -15.1% | 24,600 | -3.9% | 0.00% | -33.3% |
| Q2 2022 | $1,468,000 | -22.2% | 25,600 | -11.6% | 0.00% | 0.0% |
| Q1 2022 | $1,888,000 | +17.6% | 28,950 | -3.4% | 0.00% | 0.0% |
| Q4 2021 | $1,605,000 | +4.7% | 29,980 | +0.9% | 0.00% | 0.0% |
| Q3 2021 | $1,533,000 | +8.3% | 29,710 | +14.9% | 0.00% | 0.0% |
| Q2 2021 | $1,415,000 | -6.1% | 25,860 | -11.1% | 0.00% | 0.0% |
| Q1 2021 | $1,507,000 | -0.7% | 29,100 | -4.1% | 0.00% | -25.0% |
| Q4 2020 | $1,518,000 | +21.5% | 30,340 | 0.0% | 0.00% | +33.3% |
| Q3 2020 | $1,249,000 | +5.1% | 30,340 | -2.9% | 0.00% | -25.0% |
| Q2 2020 | $1,188,000 | +19.3% | 31,260 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $996,000 | – | 31,260 | – | 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% |