ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 5.00 and the average weighting 0.0%.
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 ↓ |
|---|---|---|---|
| H&H Retirement Design & Management INC | 25,792 | $779,963 | 0.54% |
| CORA CAPITAL ADVISORS LLC | 24,611 | $751,620 | 0.50% |
| Wharton Business Group, LLC | 224,122 | $6,845 | 0.38% |
| WJ Wealth Management, LLC | 24,598 | $751,221 | 0.36% |
| Lodestone Wealth Management LLC | 12,023 | $367,186 | 0.26% |
| Phoenix Wealth Advisors | 11,083 | $338,475 | 0.20% |
| Wolf Group Capital Advisors | 13,060 | $398,852 | 0.19% |
| WMG Financial Advisors, LLC | 6,607 | $201,778 | 0.17% |
| Wealthcare Advisory Partners LLC | 88,707 | $2,709,108 | 0.12% |
| Consolidated Portfolio Review Corp | 15,387 | $469,919 | 0.11% |