IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 121 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 210.00 and the average weighting 0.0%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$43,796
-46.1%
1,434
-50.0%
0.00%0.0%
Q2 2023$81,239
+141.9%
2,868
+101.5%
0.00%
+100.0%
Q1 2023$33,580
+62085.2%
1,423
-34.5%
0.00%0.0%
Q4 2022$54
-99.9%
2,172
+2.9%
0.00%0.0%
Q3 2022$52,0000.0%2,1110.0%0.00%
-50.0%
Q2 2022$52,000
-44.1%
2,111
-45.1%
0.00%
+100.0%
Q1 2022$93,000
+29.2%
3,845
+121.7%
0.00%0.0%
Q4 2021$72,000
+118.2%
1,734
+118.4%
0.00%0.0%
Q3 2021$33,000
+26.9%
794
+33.0%
0.00%0.0%
Q2 2021$26,000
-82.1%
597
-82.0%
0.00%
-66.7%
Q1 2021$145,000
-22.5%
3,322
-29.4%
0.00%
-62.5%
Q4 2020$187,000
+835.0%
4,705
+719.7%
0.01%
+700.0%
Q3 2020$20,000
+300.0%
574
+207.0%
0.00%
Q2 2020$5,0001870.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
H&H Retirement Design & Management INC 25,792$779,9630.54%
CORA CAPITAL ADVISORS LLC 24,611$751,6200.50%
Wharton Business Group, LLC 224,122$6,8450.38%
WJ Wealth Management, LLC 24,598$751,2210.36%
Lodestone Wealth Management LLC 12,023$367,1860.26%
Phoenix Wealth Advisors 11,083$338,4750.20%
Wolf Group Capital Advisors 13,060$398,8520.19%
WMG Financial Advisors, LLC 6,607$201,7780.17%
Wealthcare Advisory Partners LLC 88,707$2,709,1080.12%
Consolidated Portfolio Review Corp 15,387$469,9190.11%
View complete list of ISHARES TR shareholders