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 2023 | $13,041 | +13.0% | 378 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $11,544 | -92.0% | 378 | -91.3% | 0.01% | -91.4% |
| Q2 2023 | $143,757 | +78028.8% | 4,351 | -25.9% | 0.10% | -25.5% |
| Q1 2023 | $184 | +21.9% | 5,874 | -0.8% | 0.14% | +24.8% |
| Q4 2022 | $151 | -100.0% | 5,924 | -60.1% | 0.11% | -60.9% |
| Q3 2022 | $354,000 | -11.9% | 14,835 | -2.4% | 0.29% | -8.8% |
| Q2 2022 | $402,000 | -44.7% | 15,195 | -13.5% | 0.32% | -32.0% |
| Q1 2022 | $727,000 | 0.0% | 17,564 | 0.0% | 0.47% | 0.0% |
| Q4 2021 | $727,000 | -44.9% | 17,564 | -43.6% | 0.47% | -48.5% |
| Q3 2021 | $1,320,000 | -1.9% | 31,160 | +4.0% | 0.90% | +3.2% |
| Q2 2021 | $1,345,000 | +8.3% | 29,965 | +4.0% | 0.88% | -0.8% |
| Q1 2021 | $1,242,000 | – | 28,800 | – | 0.88% | – |
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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% |