ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 115 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,566,677 | +17.5% | 152,137 | +25.5% | 0.01% | +25.0% |
| Q2 2023 | $4,738,035 | +2.5% | 121,239 | -2.1% | 0.01% | -11.1% |
| Q1 2023 | $4,621,491 | -10.3% | 123,834 | -12.9% | 0.01% | -10.0% |
| Q4 2022 | $5,154,312 | +22.8% | 142,152 | +9.2% | 0.01% | +11.1% |
| Q3 2022 | $4,197,000 | -4.2% | 130,182 | +1.2% | 0.01% | -10.0% |
| Q2 2022 | $4,380,000 | -34.3% | 128,671 | -24.8% | 0.01% | -23.1% |
| Q1 2022 | $6,665,000 | +79.4% | 171,104 | +76.2% | 0.01% | +85.7% |
| Q4 2021 | $3,715,000 | +21.9% | 97,110 | +8.6% | 0.01% | +16.7% |
| Q3 2021 | $3,047,000 | -4.3% | 89,390 | -0.9% | 0.01% | 0.0% |
| Q2 2021 | $3,185,000 | +21.2% | 90,218 | +19.0% | 0.01% | 0.0% |
| Q1 2021 | $2,627,000 | – | 75,838 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 102,432 | $3,714,184 | 2.56% |
| Advocacy Wealth Management Services, LLC | 520,303 | $18,866,187 | 2.49% |
| BG Investment Services, Inc. | 61,303 | $2,222,833 | 2.42% |
| Laurel Wealth Planning LLC | 95,443 | $3,460,763 | 2.23% |
| Brio Consultants, LLC | 237,654 | $8,617,333 | 1.72% |
| PATTON ALBERTSON MILLER GROUP, LLC | 244,949 | $8,881,851 | 1.63% |
| Financial Partners Group, Inc | 183,031 | $7,118,065 | 1.56% |
| Aspire Capital Advisors LLC | 70,258 | $2,547,557 | 1.45% |
| Buttonwood Financial Group, LLC | 43,204 | $1,566,610 | 1.42% |
| Northwest Capital Management Inc | 64,874 | $2,352,331 | 1.25% |