ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 92 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 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 ↓ |
|---|---|---|---|
| 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% |