ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 5 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
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 ↓ |
---|---|---|---|
RETIREMENT CAPITAL STRATEGIES | 109,654 | $3,622,979 | 1.67% |
WT Wealth Management | 88,378 | $2,919,995 | 1.21% |
H&H Retirement Design & Management INC | 25,520 | $897,011 | 0.60% |
CORA CAPITAL ADVISORS LLC | 21,266 | $702,629 | 0.47% |
Wharton Business Group, LLC | 211,612 | $6,992 | 0.46% |
WJ Wealth Management, LLC | 23,506 | $776,638 | 0.37% |
Lodestone Wealth Management LLC | 12,439 | $410,988 | 0.28% |
Phoenix Wealth Advisors | 10,856 | $358,682 | 0.21% |
Wolf Group Capital Advisors | 13,067 | $411,741 | 0.20% |
WMG Financial Advisors, LLC | 6,522 | $215,485 | 0.16% |