ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $68,201,510 | -7.2% | 1,863,939 | -0.8% | 0.05% | -7.7% |
| Q2 2023 | $73,465,472 | +6.1% | 1,879,874 | +1.3% | 0.05% | -3.7% |
| Q1 2023 | $69,270,905 | +7.5% | 1,856,134 | +4.4% | 0.05% | -1.8% |
| Q4 2022 | $64,464,017 | +35.1% | 1,777,827 | +20.1% | 0.06% | +19.6% |
| Q3 2022 | $47,720,000 | -26.8% | 1,480,163 | -22.8% | 0.05% | -25.8% |
| Q2 2022 | $65,225,000 | +935.8% | 1,916,135 | +1085.1% | 0.06% | +1140.0% |
| Q1 2022 | $6,297,000 | +7.9% | 161,680 | +6.0% | 0.01% | 0.0% |
| Q4 2021 | $5,836,000 | +61.4% | 152,565 | +43.8% | 0.01% | +66.7% |
| Q3 2021 | $3,616,000 | +448.7% | 106,108 | +468.4% | 0.00% | +200.0% |
| Q2 2021 | $659,000 | – | 18,668 | – | 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% |