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 | $3,885,000 | -32.0% | 107,504 | -27.0% | 0.01% | -36.4% |
| Q2 2023 | $5,716,000 | +3.0% | 147,174 | -1.8% | 0.01% | -8.3% |
| Q1 2023 | $5,550,000 | -4.8% | 149,821 | -7.6% | 0.01% | -7.7% |
| Q4 2022 | $5,831,000 | +3.5% | 162,109 | -8.0% | 0.01% | -13.3% |
| Q3 2022 | $5,635,000 | -13.9% | 176,176 | -9.1% | 0.02% | -11.8% |
| Q2 2022 | $6,546,000 | +33.0% | 193,767 | +53.2% | 0.02% | +54.5% |
| Q1 2022 | $4,921,000 | -6.0% | 126,480 | -7.7% | 0.01% | 0.0% |
| Q4 2021 | $5,233,000 | +31.8% | 137,025 | +17.7% | 0.01% | 0.0% |
| Q3 2021 | $3,970,000 | +12.6% | 116,405 | +16.7% | 0.01% | +10.0% |
| Q2 2021 | $3,525,000 | +105.5% | 99,781 | +101.8% | 0.01% | +100.0% |
| Q1 2021 | $1,715,000 | +645.7% | 49,438 | +562.0% | 0.01% | +400.0% |
| Q4 2020 | $230,000 | – | 7,468 | – | 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% |