Lodestone Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 121 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 210.00 and the average weighting 0.0%.

Quarter-by-quarter ownership
Lodestone Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$367,186
-10.7%
12,023
-3.3%
0.26%
-8.9%
Q2 2023$410,988
+2.9%
12,439
-2.3%
0.28%
-8.4%
Q1 2023$399,510
+29.8%
12,731
+5.6%
0.31%
+24.2%
Q4 2022$307,72312,0530.25%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
H&H Retirement Design & Management INC 25,792$779,9630.54%
CORA CAPITAL ADVISORS LLC 24,611$751,6200.50%
Wharton Business Group, LLC 224,122$6,8450.38%
WJ Wealth Management, LLC 24,598$751,2210.36%
Lodestone Wealth Management LLC 12,023$367,1860.26%
Phoenix Wealth Advisors 11,083$338,4750.20%
Wolf Group Capital Advisors 13,060$398,8520.19%
WMG Financial Advisors, LLC 6,607$201,7780.17%
Wealthcare Advisory Partners LLC 88,707$2,709,1080.12%
Consolidated Portfolio Review Corp 15,387$469,9190.11%
View complete list of ISHARES TR shareholders