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 | $622,579 | -20.3% | 17,015 | -14.9% | 0.01% | -18.2% |
| Q2 2023 | $781,561 | +7.6% | 19,999 | +2.8% | 0.01% | -8.3% |
| Q1 2023 | $726,322 | +26.3% | 19,462 | +22.7% | 0.01% | +20.0% |
| Q4 2022 | $574,902 | -58.2% | 15,855 | -62.9% | 0.01% | -63.0% |
| Q3 2022 | $1,376,000 | +20.5% | 42,685 | +27.2% | 0.03% | +22.7% |
| Q2 2022 | $1,142,000 | – | 33,557 | – | 0.02% | – |
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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% |