ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 283 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,023,815 | -18.1% | 82,640 | -12.6% | 0.01% | -52.6% |
| Q2 2023 | $3,693,255 | +0.1% | 94,505 | -4.4% | 0.02% | +137.5% |
| Q1 2023 | $3,687,925 | +10.6% | 98,819 | +7.4% | 0.01% | +14.3% |
| Q4 2022 | $3,334,941 | +332.0% | 91,973 | +283.9% | 0.01% | +250.0% |
| Q3 2022 | $772,000 | +68.9% | 23,956 | +78.5% | 0.00% | +100.0% |
| Q2 2022 | $457,000 | -7.9% | 13,424 | +5.4% | 0.00% | 0.0% |
| Q1 2022 | $496,000 | +58.5% | 12,733 | +55.7% | 0.00% | 0.0% |
| Q4 2021 | $313,000 | – | 8,178 | – | 0.00% | – |
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% |