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 | $1,279,632 | +57.7% | 41,900 | +70.6% | 0.00% | +100.0% |
| Q2 2023 | $811,600 | +38.4% | 24,564 | +31.4% | 0.00% | 0.0% |
| Q1 2023 | $586,403 | +20.0% | 18,687 | -2.4% | 0.00% | 0.0% |
| Q4 2022 | $488,597 | +31.7% | 19,138 | +23.0% | 0.00% | 0.0% |
| Q3 2022 | $371,000 | -12.1% | 15,560 | -2.7% | 0.00% | 0.0% |
| Q2 2022 | $422,000 | -22.9% | 15,985 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $547,000 | -16.6% | 15,915 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $656,000 | +0.8% | 15,865 | +3.3% | 0.00% | 0.0% |
| Q3 2021 | $651,000 | +1.1% | 15,361 | +7.1% | 0.00% | 0.0% |
| Q2 2021 | $644,000 | +8.6% | 14,349 | +4.4% | 0.00% | 0.0% |
| Q1 2021 | $593,000 | +20.8% | 13,738 | +11.5% | 0.00% | 0.0% |
| Q4 2020 | $491,000 | +40.3% | 12,325 | +15.3% | 0.00% | 0.0% |
| Q3 2020 | $350,000 | +17.8% | 10,686 | +6.5% | 0.00% | 0.0% |
| Q2 2020 | $297,000 | +46.3% | 10,032 | +33.1% | 0.00% | 0.0% |
| Q4 2019 | $203,000 | – | 7,537 | – | 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% |