ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 170 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.23 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $331,900 | -31.2% | 10,000 | -35.0% | 0.01% | -71.0% |
| Q1 2024 | $482,467 | -44.1% | 15,375 | -38.5% | 0.03% | +72.2% |
| Q4 2023 | $862,500 | +119.4% | 25,000 | +94.2% | 0.02% | -48.6% |
| Q3 2023 | $393,202 | +3073.5% | 12,875 | +3333.3% | 0.04% | – |
| Q2 2023 | $12,390 | -97.4% | 375 | -97.6% | 0.00% | -100.0% |
| Q1 2023 | $482,467 | +22.9% | 15,375 | 0.0% | 0.03% | +3.3% |
| Q4 2022 | $392,524 | -54.2% | 15,375 | -57.3% | 0.03% | -54.5% |
| Q3 2022 | $857,000 | -8.3% | 35,975 | +1.7% | 0.07% | +78.4% |
| Q2 2022 | $935,000 | -4.1% | 35,375 | +24.7% | 0.04% | +23.3% |
| Q1 2022 | $975,000 | -26.0% | 28,375 | -11.0% | 0.03% | -16.7% |
| Q4 2021 | $1,318,000 | +49.1% | 31,875 | +52.7% | 0.04% | +38.5% |
| Q3 2021 | $884,000 | -10.0% | 20,875 | -4.6% | 0.03% | -10.3% |
| Q2 2021 | $982,000 | +23.8% | 21,875 | +19.0% | 0.03% | +11.5% |
| Q1 2021 | $793,000 | +10.6% | 18,375 | +2.1% | 0.03% | +8.3% |
| Q4 2020 | $717,000 | – | 18,000 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Gimbal Financial | 238,821 | $8,193,961 | 6.03% |
| CASCADE INVESTMENT GROUP, INC. | 31,077 | $1,031,446 | 0.80% |
| H&H Retirement Design & Management INC | 29,222 | $991,225 | 0.61% |
| CORA CAPITAL ADVISORS LLC | 35,137 | $1,166,197 | 0.60% |
| Wharton Business Group, LLC | 245,097 | $8,135 | 0.42% |
| Phoenix Wealth Advisors | 23,247 | $771,568 | 0.39% |
| EAGLE WEALTH STRATEGIES LLC | 11,091 | $368,108 | 0.30% |
| Strategic Wealth Investment Group, LLC | 56,598 | $1,873,949 | 0.24% |
| TSFG, LLC | 26,476 | $879 | 0.20% |
| Strategic Advocates LLC | 15,337 | $509,035 | 0.20% |