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 | $7,870 | -7.6% | 258 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $8,514 | +5.8% | 258 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $8,050 | +34.2% | 257 | +0.4% | 0.00% | +50.0% |
| Q3 2022 | $6,000 | -14.3% | 256 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $7,000 | -22.2% | 256 | +0.4% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -50.0% | 255 | -40.6% | 0.00% | -57.1% |
| Q4 2021 | $18,000 | 0.0% | 429 | +2.4% | 0.01% | -12.5% |
| Q3 2021 | $18,000 | -5.3% | 419 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $19,000 | +26.7% | 419 | +19.7% | 0.01% | +14.3% |
| Q1 2021 | $15,000 | +36.4% | 350 | +23.7% | 0.01% | +75.0% |
| Q4 2020 | $11,000 | +1000.0% | 283 | +843.3% | 0.00% | – |
| Q3 2020 | $1,000 | – | 30 | – | 0.00% | – |
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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% |