ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 92 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $170,078 | +60.9% | 5,569 | +74.0% | 0.00% | – |
| Q2 2023 | $105,728 | -3.7% | 3,200 | -8.6% | 0.00% | – |
| Q1 2023 | $109,830 | +22.9% | 3,500 | 0.0% | 0.00% | – |
| Q4 2022 | $89,355 | +117.9% | 3,500 | +103.5% | 0.00% | – |
| Q3 2022 | $41,000 | -8.9% | 1,720 | 0.0% | 0.00% | – |
| Q2 2022 | $45,000 | -23.7% | 1,720 | 0.0% | 0.00% | – |
| Q1 2022 | $59,000 | -16.9% | 1,720 | 0.0% | 0.00% | – |
| Q4 2021 | $71,000 | +39.2% | 1,720 | +43.3% | 0.00% | – |
| Q3 2021 | $51,000 | -5.6% | 1,200 | 0.0% | 0.00% | – |
| Q2 2021 | $54,000 | +63.6% | 1,200 | +20.0% | 0.00% | – |
| Q3 2020 | $33,000 | – | 1,000 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RETIREMENT CAPITAL STRATEGIES | 109,654 | $3,622,979 | 1.67% |
| WT Wealth Management | 88,378 | $2,919,995 | 1.21% |
| H&H Retirement Design & Management INC | 25,520 | $897,011 | 0.60% |
| CORA CAPITAL ADVISORS LLC | 21,266 | $702,629 | 0.47% |
| Wharton Business Group, LLC | 211,612 | $6,992 | 0.46% |
| WJ Wealth Management, LLC | 23,506 | $776,638 | 0.37% |
| Lodestone Wealth Management LLC | 12,439 | $410,988 | 0.28% |
| Phoenix Wealth Advisors | 10,856 | $358,682 | 0.21% |
| Wolf Group Capital Advisors | 13,067 | $411,741 | 0.20% |
| WMG Financial Advisors, LLC | 6,522 | $215,485 | 0.16% |