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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $397,609 | -26.1% | 13,214 | -15.7% | 0.04% | -29.7% |
| Q1 2024 | $538,333 | +24.6% | 15,672 | +25.2% | 0.06% | +4.9% |
| Q4 2023 | $432,009 | +13.0% | 12,522 | 0.0% | 0.06% | -21.8% |
| Q3 2023 | $382,422 | -6.0% | 12,522 | +1.7% | 0.08% | 0.0% |
| Q2 2023 | $406,689 | +44.0% | 12,309 | +36.8% | 0.08% | -13.3% |
| Q1 2023 | $282,420 | – | 9,000 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Lodestone Wealth Management LLC | 12,053 | $307,723 | 0.25% |
| Wharton Business Group, LLC | 159,157 | $4,063 | 0.24% |
| Wolf Group Capital Advisors | 13,812 | $352,620 | 0.17% |
| Wealthcare Advisory Partners LLC | 103,105 | $2,632,280 | 0.13% |
| Founders Capital Management | 5,924 | $151 | 0.11% |
| FLOW TRADERS U.S. LLC | 80,283 | $2,050 | 0.10% |
| Financial Advocates Investment Management | 40,241 | $1,027,345 | 0.08% |
| Sunbelt Securities, Inc. | 13,862 | $353,903 | 0.07% |
| Glass Jacobson Investment Advisors llc | 4,405 | $112,470 | 0.06% |
| OLD MISSION CAPITAL LLC | 76,589 | $1,955,317 | 0.06% |