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 | $703,550 | -4.1% | 19,227 | +2.4% | 0.03% | 0.0% |
| Q2 2023 | $733,960 | +13.2% | 18,780 | +8.1% | 0.03% | +18.2% |
| Q1 2023 | $648,197 | -12.0% | 17,368 | -14.5% | 0.02% | -15.4% |
| Q4 2022 | $736,690 | +8.3% | 20,316 | -3.6% | 0.03% | 0.0% |
| Q3 2022 | $680,000 | -15.5% | 21,077 | -10.8% | 0.03% | -7.1% |
| Q2 2022 | $805,000 | +13.4% | 23,642 | +29.6% | 0.03% | +33.3% |
| Q1 2022 | $710,000 | +19.1% | 18,240 | +17.0% | 0.02% | +23.5% |
| Q4 2021 | $596,000 | +16.2% | 15,589 | +3.6% | 0.02% | +13.3% |
| Q3 2021 | $513,000 | +17.1% | 15,047 | +21.3% | 0.02% | +15.4% |
| Q2 2021 | $438,000 | +56.4% | 12,405 | +53.6% | 0.01% | +44.4% |
| Q1 2021 | $280,000 | – | 8,076 | – | 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% |