BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is IRBO and the CUSIP is 46435U556. A total of 56 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$81,765
+18.0%
2,599
+25.9%
0.00%
Q2 2023$69,301
-0.3%
2,065
-17.8%
0.00%
Q4 2022$69,510
+14.0%
2,513
+8.6%
0.00%
Q3 2022$61,000
-6.2%
2,3130.0%0.00%
Q2 2022$65,000
-52.6%
2,313
-39.3%
0.00%
Q1 2022$137,000
+20.2%
3,813
+40.5%
0.00%
Q4 2021$114,000
-2.6%
2,713
+3.8%
0.00%
Q3 2021$117,000
-4.9%
2,613
-3.9%
0.00%
Q2 2021$123,000
+75.7%
2,720
+74.9%
0.00%
Q1 2021$70,000
+6.1%
1,5550.0%0.00%
Q4 2020$66,000
+120.0%
1,555
+72.8%
0.00%
Q3 2020$30,000
+7.1%
9000.0%0.00%
Q2 2020$28,000
+86.7%
900
+28.8%
0.00%
Q1 2020$15,000
-57.1%
699
-45.9%
0.00%
Q4 2019$35,000
+29.6%
1,292
+17.8%
0.00%
Q3 2019$27,0001,0970.00%
Other shareholders
ISHARES TR shareholders Q4 2020
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