Cordasco Financial Network - ISHARES TR ownership

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
Cordasco Financial Network ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$5,000
-28.6%
2050.0%0.00%
-20.0%
Q1 2022$7,000
-12.5%
2050.0%0.01%0.0%
Q4 2021$8,000
-11.1%
2050.0%0.01%
-16.7%
Q3 2021$9,0000.0%2050.0%0.01%0.0%
Q2 2021$9,0000.0%2050.0%0.01%
-14.3%
Q1 2021$9,000
+12.5%
2050.0%0.01%
+16.7%
Q4 2020$8,000
+14.3%
2050.0%0.01%0.0%
Q3 2020$7,000
+16.7%
2050.0%0.01%0.0%
Q2 2020$6,000
+20.0%
2050.0%0.01%0.0%
Q1 2020$5,000
-16.7%
2050.0%0.01%
+20.0%
Q4 2019$6,000
+20.0%
2050.0%0.01%0.0%
Q3 2019$5,0002050.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Gimbal Financial 238,821$8,193,9616.03%
CASCADE INVESTMENT GROUP, INC. 31,077$1,031,4460.80%
H&H Retirement Design & Management INC 29,222$991,2250.61%
CORA CAPITAL ADVISORS LLC 35,137$1,166,1970.60%
Wharton Business Group, LLC 245,097$8,1350.42%
Phoenix Wealth Advisors 23,247$771,5680.39%
EAGLE WEALTH STRATEGIES LLC 11,091$368,1080.30%
Strategic Wealth Investment Group, LLC 56,598$1,873,9490.24%
TSFG, LLC 26,476$8790.20%
Strategic Advocates LLC 15,337$509,0350.20%
View complete list of ISHARES TR shareholders