ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| 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% |