Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 75 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.83 and the average weighting 0.0%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,675
-7.6%
5460.0%0.00%
Q2 2023$18,040
+5.3%
5460.0%0.00%
Q1 2023$17,134
+22.9%
5460.0%0.00%
Q4 2022$13,939
+7.2%
5460.0%0.00%
Q3 2022$13,000
-7.1%
5460.0%0.00%
Q2 2022$14,000
-26.3%
5460.0%0.00%
Q1 2022$19,000
-17.4%
5460.0%0.00%
Q4 2021$23,000
-8.0%
546
-6.5%
0.00%
Q3 2021$25,0000.0%584
+7.0%
0.00%
Q2 2021$25,000
+4.2%
5460.0%0.00%
Q1 2021$24,000
+9.1%
5460.0%0.00%
-100.0%
Q4 2020$22,000
+22.2%
5460.0%0.00%0.0%
Q3 2020$18,000
+12.5%
5460.0%0.00%
Q2 2020$16,000
+33.3%
5460.0%0.00%
Q1 2020$12,000
-20.0%
5460.0%0.00%
-100.0%
Q4 2019$15,0005460.00%
Other shareholders
ISHARES TR shareholders Q4 2022
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