LITMAN GREGORY FDS TR (IRBA)
Institutional ownership reported to the SEC as of Q1 2024, across 9 quarters.
5
Reporting holders
$783.0K
Reported value
0.0%
Held as options
-2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $235.7K | 24,455 | 0.00% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $231.7K | 24,038 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $192.3K | 19,945 | 0.00% | 2q | -6.4%-$13.2K |
| AdvisorNet Financial, Inc | $91.1K | 9,453 | 0.01% | 7q | +84.5%+$41.7K |
| UBS Group AG | $32.1K | 3,333 | 0.00% | 4q | +538.5%+$27.1K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q1 2024 | 5 | $783.0K | 81,224 | 2 | 2 | 1 | 0.0% |
| Q4 2023 | 7 | $2.5M | 262,040 | 1 | 1 | 4 | 0.0% |
| Q3 2023 | 7 | $2.4M | 273,411 | 0 | 2 | 3 | 0.0% |
| Q2 2023 | 7 | $2.6M | 276,718 | 1 | 1 | 3 | 0.0% |
| Q1 2023 | 6 | $2.6M | 285,169 | 1 | 2 | 3 | 0.0% |
| Q4 2022 | 6 | $2.0M | 224,335 | 0 | 3 | 2 | 0.0% |
| Q3 2022 | 7 | $6.0M | 723,861 | 2 | 2 | 1 | 0.0% |
| Q2 2022 | 6 | $6.4M | 719,457 | 5 | 0 | 1 | 0.0% |
| Q1 2022 | 1 | $1.8M | 175,686 | 1 | 0 | 0 | 0.0% |