ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 66 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,482,465 | -6.6% | 41,856 | -2.3% | 0.16% | -1.9% |
| Q2 2023 | $2,657,009 | -0.2% | 42,841 | -2.5% | 0.16% | -3.7% |
| Q1 2023 | $2,662,443 | +16.3% | 43,920 | +10.6% | 0.16% | +11.6% |
| Q4 2022 | $2,288,969 | +36.2% | 39,718 | +19.7% | 0.15% | +23.5% |
| Q3 2022 | $1,681,000 | -10.6% | 33,187 | +1.2% | 0.12% | -3.3% |
| Q2 2022 | $1,880,000 | -35.9% | 32,799 | -24.1% | 0.12% | -30.9% |
| Q4 2021 | $2,931,000 | +7.2% | 43,237 | +3.3% | 0.18% | -2.7% |
| Q3 2021 | $2,733,000 | +4.4% | 41,872 | +7.9% | 0.18% | +3.4% |
| Q2 2021 | $2,617,000 | – | 38,822 | – | 0.18% | – |
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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% |