ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 85 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,852 | -3.1% | 13,060 | -0.1% | 0.19% | -7.8% |
| Q2 2023 | $411,741 | +0.4% | 13,067 | 0.0% | 0.20% | +0.5% |
| Q1 2023 | $410,042 | +16.3% | 13,067 | -5.4% | 0.20% | +22.9% |
| Q4 2022 | $352,620 | -41.7% | 13,812 | -21.5% | 0.17% | -46.5% |
| Q1 2022 | $605,000 | -70.7% | 17,598 | -64.8% | 0.31% | -8.3% |
| Q4 2021 | $2,068,000 | +190.9% | 49,980 | +197.9% | 0.34% | -12.7% |
| Q3 2021 | $711,000 | -3.8% | 16,778 | +2.0% | 0.39% | -2.5% |
| Q2 2021 | $739,000 | +43.8% | 16,457 | +38.0% | 0.40% | +34.1% |
| Q1 2021 | $514,000 | – | 11,922 | – | 0.30% | – |
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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% |