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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $205,000 | +1.5% | 6,194 | -22.1% | 0.00% | – |
| Q4 2022 | $202,000 | -13.3% | 7,949 | -10.6% | 0.00% | -100.0% |
| Q2 2022 | $233,000 | -36.2% | 8,894 | -16.4% | 0.00% | 0.0% |
| Q1 2022 | $365,000 | -21.2% | 10,636 | -5.3% | 0.00% | 0.0% |
| Q4 2021 | $463,000 | +2.4% | 11,233 | +5.0% | 0.00% | 0.0% |
| Q3 2021 | $452,000 | +26.6% | 10,700 | +34.7% | 0.00% | 0.0% |
| Q2 2021 | $357,000 | +44.5% | 7,946 | +39.0% | 0.00% | 0.0% |
| Q1 2021 | $247,000 | – | 5,718 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Paragon Wealth Strategies, LLC | 342,489 | $14,504,000 | 3.86% |
| RETIREMENT CAPITAL STRATEGIES | 144,036 | $6,100,000 | 2.34% |
| Founders Capital Management | 31,160 | $1,320,000 | 0.90% |
| Wharton Business Group, LLC | 169,562 | $7,181,000 | 0.73% |
| Wolf Group Capital Advisors | 16,778 | $711,000 | 0.39% |
| BARINGS LLC | 123,405 | $5,226,000 | 0.12% |
| Sunbelt Securities, Inc. | 14,835 | $633,000 | 0.11% |
| FLOW TRADERS U.S. LLC | 61,182 | $2,591,000 | 0.10% |
| Latitude Advisors, LLC | 6,612 | $280,000 | 0.09% |
| LexAurum Advisors, LLC | 6,129 | $260,000 | 0.08% |