WFA of San Diego, 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
WFA of San Diego, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$13,442
+8.7%
4050.0%0.01%
-7.7%
Q3 2023$12,369
-69.8%
405
-67.3%
0.01%
-67.5%
Q2 2023$40,970
+29.4%
1,2400.0%0.04%
+66.7%
Q4 2022$31,657
-4.1%
1,2400.0%0.02%
-14.3%
Q2 2022$33,0001,2400.03%
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