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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,016,796 | +9.8% | 33,294 | +18.8% | 0.01% | 0.0% |
| Q2 2023 | $925,711 | +86.7% | 28,018 | +77.3% | 0.01% | +50.0% |
| Q1 2023 | $495,804 | +111.3% | 15,800 | +71.9% | 0.00% | +100.0% |
| Q4 2022 | $234,697 | -8.7% | 9,193 | -5.4% | 0.00% | -33.3% |
| Q2 2022 | $257,000 | -40.4% | 9,719 | -22.5% | 0.00% | -40.0% |
| Q1 2022 | $431,000 | -21.4% | 12,542 | -5.3% | 0.01% | -28.6% |
| Q4 2021 | $548,000 | +0.6% | 13,241 | +2.9% | 0.01% | 0.0% |
| Q3 2021 | $545,000 | +30.7% | 12,865 | +38.5% | 0.01% | +16.7% |
| Q2 2021 | $417,000 | +39.9% | 9,290 | +34.7% | 0.01% | 0.0% |
| Q1 2021 | $298,000 | +43.3% | 6,899 | +32.3% | 0.01% | +20.0% |
| Q4 2020 | $208,000 | +103.9% | 5,215 | +51.1% | 0.01% | +66.7% |
| Q2 2020 | $102,000 | – | 3,452 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 109,654 | $3,622,979 | 1.67% |
| WT Wealth Management | 88,378 | $2,919,995 | 1.21% |
| H&H Retirement Design & Management INC | 25,520 | $897,011 | 0.60% |
| CORA CAPITAL ADVISORS LLC | 21,266 | $702,629 | 0.47% |
| Wharton Business Group, LLC | 211,612 | $6,992 | 0.46% |
| WJ Wealth Management, LLC | 23,506 | $776,638 | 0.37% |
| Lodestone Wealth Management LLC | 12,439 | $410,988 | 0.28% |
| Phoenix Wealth Advisors | 10,856 | $358,682 | 0.21% |
| Wolf Group Capital Advisors | 13,067 | $411,741 | 0.20% |
| WMG Financial Advisors, LLC | 6,522 | $215,485 | 0.16% |