ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 105 filers reported holding ISHARES TR in Q2 2022. 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 ↓ |
|---|---|---|---|
| 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% |