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
| 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% | – |
Download | ||||||
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% |