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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q3 2022 | $15,000 | -40.0% | 630 | -33.7% | 0.00% | 0.0% |
| Q2 2022 | $25,000 | -24.2% | 950 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $33,000 | -21.4% | 950 | -7.4% | 0.00% | -50.0% |
| Q4 2021 | $42,000 | 0.0% | 1,026 | +2.7% | 0.00% | 0.0% |
| Q3 2021 | $42,000 | -6.7% | 999 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $45,000 | +4.7% | 999 | -0.1% | 0.00% | 0.0% |
| Q1 2021 | $43,000 | +7.5% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $40,000 | +21.2% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $33,000 | +13.8% | 1,000 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | – | 1,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| H&H Retirement Design & Management INC | 25,792 | $779,963 | 0.54% |
| CORA CAPITAL ADVISORS LLC | 24,611 | $751,620 | 0.50% |
| Wharton Business Group, LLC | 224,122 | $6,845 | 0.38% |
| WJ Wealth Management, LLC | 24,598 | $751,221 | 0.36% |
| Lodestone Wealth Management LLC | 12,023 | $367,186 | 0.26% |
| Phoenix Wealth Advisors | 11,083 | $338,475 | 0.20% |
| Wolf Group Capital Advisors | 13,060 | $398,852 | 0.19% |
| WMG Financial Advisors, LLC | 6,607 | $201,778 | 0.17% |
| Wealthcare Advisory Partners LLC | 88,707 | $2,709,108 | 0.12% |
| Consolidated Portfolio Review Corp | 15,387 | $469,919 | 0.11% |