ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 75 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.83 and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $148,789 | -5.5% | 4,872 | +2.3% | 0.01% | -12.5% |
| Q2 2023 | $157,401 | -0.1% | 4,764 | -5.1% | 0.01% | -11.1% |
| Q1 2023 | $157,493 | +29.0% | 5,019 | +4.9% | 0.01% | +28.6% |
| Q4 2022 | $122,107 | -5.3% | 4,783 | -2.1% | 0.01% | -22.2% |
| Q3 2022 | $129,000 | 0.0% | 4,886 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $129,000 | -60.1% | 4,886 | -37.5% | 0.01% | -52.6% |
| Q4 2021 | $323,000 | +46.8% | 7,813 | +50.3% | 0.02% | +171.4% |
| Q3 2021 | $220,000 | -3.5% | 5,199 | +2.5% | 0.01% | 0.0% |
| Q2 2021 | $228,000 | +13.4% | 5,073 | +8.6% | 0.01% | 0.0% |
| Q1 2021 | $201,000 | – | 4,670 | – | 0.01% | – |
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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% |