ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $389,385 | +38.7% | 12,750 | +50.0% | 0.00% | 0.0% |
Q2 2023 | $280,840 | -0.7% | 8,500 | -5.7% | 0.00% | 0.0% |
Q1 2023 | $282,891 | +25.2% | 9,015 | +1.9% | 0.00% | 0.0% |
Q4 2022 | $225,941 | -30.0% | 8,850 | -27.7% | 0.00% | 0.0% |
Q2 2022 | $323,000 | -23.3% | 12,235 | -0.2% | 0.00% | 0.0% |
Q1 2022 | $421,000 | +12.6% | 12,260 | +35.5% | 0.00% | 0.0% |
Q4 2021 | $374,000 | – | 9,045 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
M Holdings Securities, Inc. | 154,829 | $3,690,000 | 0.41% |
Clearwater Capital Advisors, LLC | 114,304 | $2,724,000 | 0.38% |
Wharton Business Group, LLC | 222,622 | $5,305,000 | 0.36% |
Founders Capital Management | 14,835 | $354,000 | 0.29% |
HAP Trading, LLC | 89,330 | $2,129,000 | 0.14% |
Financial Partners Group, Inc | 22,220 | $529,000 | 0.14% |
Wealthcare Advisory Partners LLC | 101,322 | $2,415,000 | 0.14% |
Financial Advocates Investment Management | 40,346 | $961,000 | 0.08% |
Patriot Financial Group Insurance Agency, LLC | 13,238 | $315,000 | 0.08% |
Sunbelt Securities, Inc. | 14,671 | $350,000 | 0.07% |