M Holdings Securities, Inc. - ISHARES TR ownership

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
M Holdings Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
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$1,641,00073,4050.24%
Other shareholders
ISHARES TR shareholders Q2 2021
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