ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.11 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 ↓ |
|---|---|---|---|
| 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% |