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 ↓ |
|---|---|---|---|
| M Holdings Securities, Inc. | 154,829 | $3,690,000 | 0.41% |
| Clearwater Capital Advisors, LLC | 114,304 | $2,724,000 | 0.38% |
| Wharton Business Group, LLC | 222,622 | $5,305,000 | 0.36% |
| Founders Capital Management | 14,835 | $354,000 | 0.29% |
| HAP Trading, LLC | 89,330 | $2,129,000 | 0.14% |
| Financial Partners Group, Inc | 22,220 | $529,000 | 0.14% |
| Wealthcare Advisory Partners LLC | 101,322 | $2,415,000 | 0.14% |
| Financial Advocates Investment Management | 40,346 | $961,000 | 0.08% |
| Patriot Financial Group Insurance Agency, LLC | 13,238 | $315,000 | 0.08% |
| Sunbelt Securities, Inc. | 14,671 | $350,000 | 0.07% |