OSAIC HOLDINGS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 86 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
OSAIC HOLDINGS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,809,245
+69.6%
124,727
+83.5%
0.01%
+50.0%
Q2 2023$2,245,559
+23.8%
67,954
+17.1%
0.00%
+33.3%
Q1 2023$1,814,255
+69.0%
58,011
+38.0%
0.00%
+50.0%
Q4 2022$1,073,569
+12.2%
42,036
+4.7%
0.00%0.0%
Q3 2022$957,000
+5.2%
40,145
+16.6%
0.00%0.0%
Q2 2022$910,000
+12.1%
34,431
+20.8%
0.00%0.0%
Q1 2022$812,000
-31.2%
28,506
+0.2%
0.00%0.0%
Q4 2021$1,180,000
-4.0%
28,463
-2.0%
0.00%
-33.3%
Q3 2021$1,229,000
+1.2%
29,040
+7.3%
0.00%0.0%
Q2 2021$1,215,000
-21.5%
27,064
-24.3%
0.00%
-25.0%
Q1 2021$1,547,000
+210.0%
35,737
+185.3%
0.00%
+300.0%
Q4 2020$499,000
+41.4%
12,527
+16.4%
0.00%0.0%
Q3 2020$353,000
+15.7%
10,759
+3.9%
0.00%0.0%
Q2 2020$305,000
+43.9%
10,355
+8.7%
0.00%0.0%
Q1 2020$212,0009,5220.00%
Other shareholders
ISHARES TR shareholders Q1 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