ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 148 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,419,243 | +3.1% | 66,118 | +10.1% | 0.03% | 0.0% |
| Q2 2023 | $2,346,264 | -0.1% | 60,038 | -4.6% | 0.03% | -6.9% |
| Q1 2023 | $2,349,000 | +9.9% | 62,942 | +6.8% | 0.03% | 0.0% |
| Q4 2022 | $2,137,894 | +22.7% | 58,960 | +9.1% | 0.03% | +7.4% |
| Q3 2022 | $1,742,000 | -6.1% | 54,039 | -0.9% | 0.03% | -3.6% |
| Q2 2022 | $1,856,000 | +121.5% | 54,510 | +153.7% | 0.03% | +133.3% |
| Q1 2022 | $838,000 | +21.3% | 21,483 | +19.0% | 0.01% | +20.0% |
| Q4 2021 | $691,000 | +77.6% | 18,059 | +58.0% | 0.01% | +66.7% |
| Q3 2021 | $389,000 | +10.2% | 11,429 | +15.1% | 0.01% | 0.0% |
| Q2 2021 | $353,000 | – | 9,926 | – | 0.01% | – |
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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% |