ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 43 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $481,715 | -31.1% | 15,773 | -25.5% | 0.07% | -33.7% |
| Q2 2023 | $699,419 | +80.4% | 21,169 | +68.0% | 0.10% | +62.9% |
| Q1 2023 | $387,760 | +9.6% | 12,602 | -9.1% | 0.06% | -10.1% |
| Q4 2022 | $353,903 | +1.1% | 13,862 | -5.5% | 0.07% | -6.8% |
| Q3 2022 | $350,000 | -10.3% | 14,671 | -0.7% | 0.07% | -9.8% |
| Q2 2022 | $390,000 | -22.8% | 14,770 | +2.7% | 0.08% | -10.9% |
| Q1 2022 | $505,000 | -3.3% | 14,378 | +0.6% | 0.09% | +8.2% |
| Q4 2021 | $522,000 | -17.5% | 14,292 | -3.7% | 0.08% | -25.4% |
| Q3 2021 | $633,000 | 0.0% | 14,835 | 0.0% | 0.11% | 0.0% |
| Q2 2021 | $633,000 | -1.9% | 14,835 | -0.8% | 0.11% | -10.2% |
| Q1 2021 | $645,000 | +29.5% | 14,954 | +19.7% | 0.13% | +23.3% |
| Q4 2020 | $498,000 | +121.3% | 12,488 | +82.5% | 0.10% | +63.5% |
| Q3 2020 | $225,000 | – | 6,844 | – | 0.06% | – |
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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% |