Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 85 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$27,211
-7.6%
8910.0%0.00%
-20.0%
Q2 2023$29,439
+5.3%
8910.0%0.01%0.0%
Q1 2023$27,960
+22.9%
8910.0%0.01%
+25.0%
Q4 2022$22,747
+8.3%
8910.0%0.00%0.0%
Q3 2022$21,000
-12.5%
8910.0%0.00%
-20.0%
Q2 2022$24,000
-22.6%
8910.0%0.01%
-16.7%
Q1 2022$31,000
-16.2%
8910.0%0.01%
-14.3%
Q4 2021$37,000
-53.8%
891
-52.9%
0.01%
-58.8%
Q3 2021$80,000
-59.0%
1,891
-56.4%
0.02%
-58.5%
Q2 2021$195,000
+4.3%
4,3400.0%0.04%
+2.5%
Q1 2021$187,000
-46.0%
4,340
-50.0%
0.04%0.0%
Q4 2020$346,000
+143.7%
8,680
+100.0%
0.04%
+2.6%
Q3 2020$142,000
+10.9%
4,3400.0%0.04%
-2.5%
Q2 2020$128,000
+32.0%
4,3400.0%0.04%
+8.1%
Q1 2020$97,000
-17.1%
4,3400.0%0.04%
-15.9%
Q4 2019$117,000
+10.4%
4,3400.0%0.04%
+2.3%
Q3 2019$106,000
-1.9%
4,3400.0%0.04%
-2.3%
Q2 2019$108,000
+0.9%
4,3400.0%0.04%
-6.4%
Q1 2019$107,0004,3400.05%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
M Holdings Securities, Inc. 154,829$3,690,0000.41%
Clearwater Capital Advisors, LLC 114,304$2,724,0000.38%
Wharton Business Group, LLC 222,622$5,305,0000.36%
Founders Capital Management 14,835$354,0000.29%
HAP Trading, LLC 89,330$2,129,0000.14%
Financial Partners Group, Inc 22,220$529,0000.14%
Wealthcare Advisory Partners LLC 101,322$2,415,0000.14%
Financial Advocates Investment Management 40,346$961,0000.08%
Patriot Financial Group Insurance Agency, LLC 13,238$315,0000.08%
Sunbelt Securities, Inc. 14,671$350,0000.07%
View complete list of ISHARES TR shareholders