ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 92 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $232,668 | +5.3% | 7,042 | 0.0% | 0.04% | -9.5% |
| Q1 2023 | $220,978 | +11.7% | 7,042 | -9.1% | 0.04% | +2.4% |
| Q4 2022 | $197,832 | +6.9% | 7,749 | 0.0% | 0.04% | -2.4% |
| Q3 2022 | $185,000 | -9.8% | 7,749 | 0.0% | 0.04% | -6.7% |
| Q2 2022 | $205,000 | -22.9% | 7,749 | 0.0% | 0.04% | -10.0% |
| Q1 2022 | $266,000 | -17.1% | 7,749 | 0.0% | 0.05% | -20.6% |
| Q4 2021 | $321,000 | +24.4% | 7,749 | +27.0% | 0.06% | +8.6% |
| Q3 2021 | $258,000 | +41.8% | 6,103 | +50.7% | 0.06% | +38.1% |
| Q2 2021 | $182,000 | +116.7% | 4,049 | +107.7% | 0.04% | +90.9% |
| Q1 2021 | $84,000 | – | 1,949 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| H&H Retirement Design & Management INC | 25,792 | $779,963 | 0.54% |
| CORA CAPITAL ADVISORS LLC | 24,611 | $751,620 | 0.50% |
| Wharton Business Group, LLC | 224,122 | $6,845 | 0.38% |
| WJ Wealth Management, LLC | 24,598 | $751,221 | 0.36% |
| Lodestone Wealth Management LLC | 12,023 | $367,186 | 0.26% |
| Phoenix Wealth Advisors | 11,083 | $338,475 | 0.20% |
| Wolf Group Capital Advisors | 13,060 | $398,852 | 0.19% |
| WMG Financial Advisors, LLC | 6,607 | $201,778 | 0.17% |
| Wealthcare Advisory Partners LLC | 88,707 | $2,709,108 | 0.12% |
| Consolidated Portfolio Review Corp | 15,387 | $469,919 | 0.11% |