ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 121 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 210.00 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,150,379 | +10.5% | 266,876 | +19.5% | 0.01% | +20.0% |
| Q2 2023 | $7,378,144 | +37.0% | 223,309 | +30.1% | 0.01% | +25.0% |
| Q1 2023 | $5,386,300 | +142.0% | 171,648 | +96.9% | 0.00% | +100.0% |
| Q4 2022 | $2,225,727 | +10.0% | 87,181 | +2.7% | 0.00% | 0.0% |
| Q3 2022 | $2,023,000 | -13.8% | 84,873 | -4.5% | 0.00% | 0.0% |
| Q2 2022 | $2,348,000 | -20.1% | 88,840 | +4.0% | 0.00% | -33.3% |
| Q1 2022 | $2,937,000 | -20.0% | 85,442 | -3.7% | 0.00% | 0.0% |
| Q4 2021 | $3,670,000 | +9.8% | 88,694 | +12.4% | 0.00% | 0.0% |
| Q3 2021 | $3,343,000 | +5.0% | 78,943 | +11.3% | 0.00% | 0.0% |
| Q2 2021 | $3,183,000 | +30.5% | 70,899 | +25.4% | 0.00% | 0.0% |
| Q1 2021 | $2,439,000 | +141.0% | 56,534 | +122.5% | 0.00% | +200.0% |
| Q4 2020 | $1,012,000 | +53.3% | 25,414 | +26.1% | 0.00% | 0.0% |
| Q3 2020 | $660,000 | +91.9% | 20,153 | +73.1% | 0.00% | 0.0% |
| Q2 2020 | $344,000 | – | 11,644 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| H&H Retirement Design & Management INC | 25,792 | $779,963 | 0.54% |
| CORA CAPITAL ADVISORS LLC | 24,611 | $751,620 | 0.50% |
| Wharton Business Group, LLC | 224,122 | $6,845 | 0.38% |
| WJ Wealth Management, LLC | 24,598 | $751,221 | 0.36% |
| Lodestone Wealth Management LLC | 12,023 | $367,186 | 0.26% |
| Phoenix Wealth Advisors | 11,083 | $338,475 | 0.20% |
| Wolf Group Capital Advisors | 13,060 | $398,852 | 0.19% |
| WMG Financial Advisors, LLC | 6,607 | $201,778 | 0.17% |
| Wealthcare Advisory Partners LLC | 88,707 | $2,709,108 | 0.12% |
| Consolidated Portfolio Review Corp | 15,387 | $469,919 | 0.11% |