ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 75 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.83 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 ↓ |
|---|---|---|---|
| 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% |