ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,079 | -6.4% | 767,407 | -0.1% | 0.44% | -8.4% |
| Q2 2023 | $30,010 | +7.1% | 767,913 | +2.3% | 0.48% | -1.5% |
| Q1 2023 | $28,009 | -99.9% | 750,512 | +0.6% | 0.48% | +0.4% |
| Q4 2022 | $27,045,000 | -99.9% | 745,854 | +1.1% | 0.48% | +1.3% |
| Q3 2022 | $23,783,000,000 | +68046.1% | 737,697 | -28.0% | 0.47% | -29.9% |
| Q2 2022 | $34,900,000 | – | 1,025,255 | – | 0.68% | – |
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% |