Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 85 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$10,0000.0%2270.0%0.01%
-37.5%
Q2 2021$10,0000.0%2270.0%0.01%
-11.1%
Q1 2021$10,0002270.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
H&H Retirement Design & Management INC 25,792$779,9630.54%
CORA CAPITAL ADVISORS LLC 24,611$751,6200.50%
Wharton Business Group, LLC 224,122$6,8450.38%
WJ Wealth Management, LLC 24,598$751,2210.36%
Lodestone Wealth Management LLC 12,023$367,1860.26%
Phoenix Wealth Advisors 11,083$338,4750.20%
Wolf Group Capital Advisors 13,060$398,8520.19%
WMG Financial Advisors, LLC 6,607$201,7780.17%
Wealthcare Advisory Partners LLC 88,707$2,709,1080.12%
Consolidated Portfolio Review Corp 15,387$469,9190.11%
View complete list of ISHARES TR shareholders