ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 142 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,662,829 | +7.6% | 289,651 | +14.3% | 0.47% | +12.8% |
| Q2 2023 | $9,906,272 | +12.6% | 253,487 | +7.6% | 0.41% | +4.8% |
| Q1 2023 | $8,793,973 | +29.7% | 235,637 | +26.0% | 0.40% | +23.8% |
| Q4 2022 | $6,779,097 | +65.6% | 186,958 | +47.3% | 0.32% | +49.1% |
| Q3 2022 | $4,093,000 | +20.5% | 126,959 | +27.3% | 0.21% | +20.9% |
| Q2 2022 | $3,396,000 | -18.9% | 99,766 | -7.1% | 0.18% | +4.1% |
| Q1 2022 | $4,185,000 | +17.3% | 107,447 | +15.1% | 0.17% | +18.9% |
| Q4 2021 | $3,569,000 | – | 93,313 | – | 0.14% | – |
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% |