ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 96 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $3,690,000 | -28.5% | 154,829 | -20.7% | 0.41% | -21.8% |
| Q2 2022 | $5,160,000 | -39.0% | 195,230 | -20.6% | 0.52% | -18.4% |
| Q1 2022 | $8,456,000 | +8.3% | 245,945 | +41.4% | 0.64% | -16.1% |
| Q2 2021 | $7,806,000 | +34.2% | 173,896 | +29.0% | 0.76% | +44.0% |
| Q1 2021 | $5,815,000 | +39.7% | 134,796 | +29.0% | 0.53% | -0.2% |
| Q4 2020 | $4,162,000 | +28.4% | 104,477 | +5.5% | 0.53% | +2.7% |
| Q3 2020 | $3,242,000 | +17.3% | 99,018 | +5.9% | 0.52% | +4.7% |
| Q2 2020 | $2,764,000 | +68.4% | 93,488 | +27.4% | 0.49% | +103.3% |
| Q1 2020 | $1,641,000 | – | 73,405 | – | 0.24% | – |
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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% |