ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 142 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,546 | -1.9% | 206,224 | +4.8% | 0.04% | 0.0% |
| Q2 2023 | $7,692 | -4.5% | 196,827 | -8.8% | 0.04% | -12.5% |
| Q1 2023 | $8,058 | +29.0% | 215,911 | +25.3% | 0.04% | +25.0% |
| Q4 2022 | $6,248 | -99.9% | 172,311 | -13.6% | 0.03% | -11.1% |
| Q3 2022 | $6,427,000 | -0.1% | 199,353 | +5.5% | 0.04% | +2.9% |
| Q2 2022 | $6,432,000 | +50.5% | 188,940 | +72.1% | 0.04% | +75.0% |
| Q1 2022 | $4,275,000 | +1.3% | 109,761 | -0.6% | 0.02% | +5.3% |
| Q4 2021 | $4,222,000 | +31.5% | 110,388 | +17.2% | 0.02% | +18.8% |
| Q3 2021 | $3,210,000 | +19.4% | 94,199 | +23.7% | 0.02% | +23.1% |
| Q2 2021 | $2,688,000 | +74.1% | 76,148 | +70.9% | 0.01% | +62.5% |
| Q1 2021 | $1,544,000 | +217.0% | 44,565 | +162.4% | 0.01% | +100.0% |
| Q4 2019 | $487,000 | -13.3% | 16,984 | -16.3% | 0.00% | -20.0% |
| Q3 2019 | $562,000 | +8.7% | 20,287 | +7.2% | 0.01% | 0.0% |
| Q2 2019 | $517,000 | – | 18,923 | – | 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% |