RETIREMENT CAPITAL STRATEGIES - 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
RETIREMENT CAPITAL STRATEGIES ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,622,979
+1403.3%
109,654
+1338.8%
1.67%
+1618.6%
Q1 2022$241,000
-95.7%
7,621
-94.4%
0.10%
-95.3%
Q4 2021$5,665,000
-7.1%
136,881
-5.0%
2.08%
-11.1%
Q3 2021$6,100,000
-6.3%
144,036
-0.7%
2.34%
-5.7%
Q2 2021$6,512,000
+3.3%
145,070
-0.7%
2.48%
-0.1%
Q1 2021$6,302,000
+4.9%
146,072
-3.1%
2.48%
+2.0%
Q4 2020$6,007,000
+18.9%
150,766
-0.9%
2.44%
+4.3%
Q3 2020$5,053,000
-50.6%
152,074
-56.1%
2.34%
-52.0%
Q2 2020$10,239,000346,2674.86%
Other shareholders
ISHARES TR shareholders Q3 2021
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