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
| 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 ↓ |
|---|---|---|---|
| M Holdings Securities, Inc. | 154,829 | $3,690,000 | 0.41% |
| Clearwater Capital Advisors, LLC | 114,304 | $2,724,000 | 0.38% |
| Wharton Business Group, LLC | 222,622 | $5,305,000 | 0.36% |
| Founders Capital Management | 14,835 | $354,000 | 0.29% |
| HAP Trading, LLC | 89,330 | $2,129,000 | 0.14% |
| Financial Partners Group, Inc | 22,220 | $529,000 | 0.14% |
| Wealthcare Advisory Partners LLC | 101,322 | $2,415,000 | 0.14% |
| Financial Advocates Investment Management | 40,346 | $961,000 | 0.08% |
| Patriot Financial Group Insurance Agency, LLC | 13,238 | $315,000 | 0.08% |
| Sunbelt Securities, Inc. | 14,671 | $350,000 | 0.07% |