ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,391,000 | -11.6% | 147,325 | -5.6% | 0.00% | -50.0% |
| Q2 2023 | $6,100,000 | -7.9% | 156,088 | -12.0% | 0.00% | 0.0% |
| Q1 2023 | $6,620,000 | -38.2% | 177,352 | -39.9% | 0.00% | -33.3% |
| Q4 2022 | $10,705,000 | +17.5% | 295,225 | +4.4% | 0.00% | 0.0% |
| Q3 2022 | $9,114,000 | -3.0% | 282,675 | +2.4% | 0.00% | 0.0% |
| Q2 2022 | $9,394,000 | +4.8% | 275,938 | +19.9% | 0.00% | +50.0% |
| Q1 2022 | $8,964,000 | +18.3% | 230,130 | +16.2% | 0.00% | 0.0% |
| Q4 2021 | $7,577,000 | +49.6% | 198,071 | +33.3% | 0.00% | +100.0% |
| Q3 2021 | $5,064,000 | -22.2% | 148,575 | -19.4% | 0.00% | -50.0% |
| Q2 2021 | $6,505,000 | +18.4% | 184,288 | +16.2% | 0.00% | 0.0% |
| Q1 2021 | $5,492,000 | +987.5% | 158,540 | +843.1% | 0.00% | – |
| Q4 2020 | $505,000 | -18.2% | 16,811 | -33.5% | 0.00% | – |
| Q3 2020 | $617,000 | +34.4% | 25,297 | +30.5% | 0.00% | – |
| Q2 2020 | $459,000 | +9080.0% | 19,389 | +8517.3% | 0.00% | – |
| Q1 2020 | $5,000 | -16.7% | 225 | 0.0% | 0.00% | – |
| Q4 2019 | $6,000 | – | 225 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 205,418 | $7,516 | 5.85% |
| Shira Ridge Wealth Management | 113,587 | $4,156,148 | 2.73% |
| Advocacy Wealth Management Services, LLC | 643,566 | $23,548,080 | 2.62% |
| Wharton Business Group, LLC | 1,068,950 | $39,113 | 2.17% |
| PATTON ALBERTSON MILLER GROUP, LLC | 258,560 | $9,460,713 | 1.86% |
| Trinity Wealth Management, LLC | 67,943 | $2,486,034 | 1.54% |
| Buttonwood Financial Group, LLC | 49,603 | $1,725,197 | 1.26% |
| Financial Partners Group, Inc | 170,384 | $6,070,789 | 1.25% |
| Brio Consultants, LLC | 166,239 | $6,082,675 | 1.14% |
| Spectrum Planning & Advisory Services Inc. | 17,742 | $649,194 | 1.02% |