ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 283 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,411,616 | -35.5% | 93,239 | -31.2% | 0.00% | -25.0% |
| Q2 2023 | $5,293,059 | -8.5% | 135,442 | -12.6% | 0.00% | -20.0% |
| Q1 2023 | $5,782,750 | -1.4% | 154,950 | -4.2% | 0.01% | 0.0% |
| Q4 2022 | $5,866,223 | +10.4% | 161,763 | -1.9% | 0.01% | 0.0% |
| Q3 2022 | $5,316,000 | -13.6% | 164,880 | -8.8% | 0.01% | -16.7% |
| Q2 2022 | $6,154,000 | +54.2% | 180,778 | +76.4% | 0.01% | +100.0% |
| Q1 2022 | $3,992,000 | +11.0% | 102,485 | +9.1% | 0.00% | 0.0% |
| Q4 2021 | $3,595,000 | +18.8% | 93,974 | +5.8% | 0.00% | 0.0% |
| Q3 2021 | $3,027,000 | -7.9% | 88,831 | -4.6% | 0.00% | 0.0% |
| Q2 2021 | $3,288,000 | +7.5% | 93,143 | +5.5% | 0.00% | 0.0% |
| Q1 2021 | $3,058,000 | +422.7% | 88,285 | +352.7% | 0.00% | +200.0% |
| Q4 2020 | $585,000 | – | 19,500 | – | 0.00% | – |
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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% |