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 ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 102,432 | $3,714,184 | 2.56% |
| Advocacy Wealth Management Services, LLC | 520,303 | $18,866,187 | 2.49% |
| BG Investment Services, Inc. | 61,303 | $2,222,833 | 2.42% |
| Laurel Wealth Planning LLC | 95,443 | $3,460,763 | 2.23% |
| Brio Consultants, LLC | 237,654 | $8,617,333 | 1.72% |
| PATTON ALBERTSON MILLER GROUP, LLC | 244,949 | $8,881,851 | 1.63% |
| Financial Partners Group, Inc | 183,031 | $7,118,065 | 1.56% |
| Aspire Capital Advisors LLC | 70,258 | $2,547,557 | 1.45% |
| Buttonwood Financial Group, LLC | 43,204 | $1,566,610 | 1.42% |
| Northwest Capital Management Inc | 64,874 | $2,352,331 | 1.25% |