ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 98 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,311 | -6.0% | 927 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $30,118 | +11.1% | 927 | 0.0% | 0.01% | +12.5% |
| Q1 2023 | $27,105 | +14.5% | 927 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $23,666 | +7.6% | 927 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $22,000 | -12.0% | 927 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $25,000 | -75.2% | 927 | -68.6% | 0.01% | -71.9% |
| Q1 2022 | $101,000 | -21.7% | 2,950 | -5.5% | 0.03% | -28.9% |
| Q4 2021 | $129,000 | +6.6% | 3,122 | +9.5% | 0.04% | -4.3% |
| Q3 2021 | $121,000 | +3.4% | 2,851 | +5.0% | 0.05% | -6.0% |
| Q1 2021 | $117,000 | – | 2,714 | – | 0.05% | – |
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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% |