SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 85 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$11,453
-7.6%
3750.0%0.00%
Q2 2023$12,390
+5.3%
3750.0%0.00%
Q1 2023$11,768
+22.9%
3750.0%0.00%
Q4 2022$9,574
+6.4%
3750.0%0.00%
Q3 2022$9,000
-10.0%
3750.0%0.00%
Q2 2022$10,000
-23.1%
3750.0%0.00%
Q1 2022$13,000
-18.8%
3750.0%0.00%
Q4 2021$16,0000.0%3750.0%0.00%
-100.0%
Q3 2021$16,000
-5.9%
3750.0%0.00%0.0%
Q2 2021$17,000
-15.0%
375
-21.1%
0.00%0.0%
Q1 2021$20,0004750.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
H&H Retirement Design & Management INC 25,792$779,9630.54%
CORA CAPITAL ADVISORS LLC 24,611$751,6200.50%
Wharton Business Group, LLC 224,122$6,8450.38%
WJ Wealth Management, LLC 24,598$751,2210.36%
Lodestone Wealth Management LLC 12,023$367,1860.26%
Phoenix Wealth Advisors 11,083$338,4750.20%
Wolf Group Capital Advisors 13,060$398,8520.19%
WMG Financial Advisors, LLC 6,607$201,7780.17%
Wealthcare Advisory Partners LLC 88,707$2,709,1080.12%
Consolidated Portfolio Review Corp 15,387$469,9190.11%
View complete list of ISHARES TR shareholders