Phoenix Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 113 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 15.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
Phoenix Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$771,568
-4.4%
23,247
-1.0%
0.39%
-21.2%
Q1 2024$806,744
+99.8%
23,486
+95.8%
0.49%
+74.7%
Q4 2023$403,699
+19.3%
11,997
+8.2%
0.28%
+41.2%
Q3 2023$338,475
-5.6%
11,083
+2.1%
0.20%
-4.8%
Q2 2023$358,68210,8560.21%
Other shareholders
ISHARES TR shareholders Q2 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