ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 86 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $385,903 | +48.5% | 12,636 | +60.6% | 0.00% | +33.3% |
| Q2 2023 | $259,893 | -31.5% | 7,866 | -34.9% | 0.00% | -25.0% |
| Q1 2023 | $379,205 | -6.2% | 12,084 | -23.7% | 0.00% | 0.0% |
| Q4 2022 | $404,395 | -99.9% | 15,840 | -69.1% | 0.00% | -42.9% |
| Q3 2022 | $611,611,000 | +93275.7% | 51,254 | +106.8% | 0.01% | 0.0% |
| Q2 2022 | $655,000 | -26.6% | 24,782 | -4.5% | 0.01% | -22.2% |
| Q1 2022 | $892,000 | -5.4% | 25,955 | +13.9% | 0.01% | -10.0% |
| Q4 2021 | $943,000 | +67.2% | 22,779 | +71.2% | 0.01% | +66.7% |
| Q3 2021 | $564,000 | +37.6% | 13,307 | +45.8% | 0.01% | +20.0% |
| Q2 2021 | $410,000 | +8.2% | 9,126 | +4.0% | 0.01% | 0.0% |
| Q1 2021 | $379,000 | -51.4% | 8,775 | -55.0% | 0.01% | -44.4% |
| Q4 2020 | $780,000 | – | 19,505 | – | 0.01% | – |
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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% |