WADDELL & ASSOCIATES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 149 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
WADDELL & ASSOCIATES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$919,164
-4.7%
27,694
-1.4%
0.12%
-6.9%
Q1 2024$964,926
-0.4%
28,0910.0%0.13%0.0%
Q4 2023$969,140
+120.1%
28,091
+94.8%
0.13%
+103.1%
Q3 2023$440,417
+101.8%
14,421
+118.3%
0.06%
+100.0%
Q2 2023$218,2626,6060.03%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Lodestone Wealth Management LLC 12,053$307,7230.25%
Wharton Business Group, LLC 159,157$4,0630.24%
Wolf Group Capital Advisors 13,812$352,6200.17%
Wealthcare Advisory Partners LLC 103,105$2,632,2800.13%
Founders Capital Management 5,924$1510.11%
FLOW TRADERS U.S. LLC 80,283$2,0500.10%
Financial Advocates Investment Management 40,241$1,027,3450.08%
Sunbelt Securities, Inc. 13,862$353,9030.07%
Glass Jacobson Investment Advisors llc 4,405$112,4700.06%
OLD MISSION CAPITAL LLC 76,589$1,955,3170.06%
View complete list of ISHARES TR shareholders