ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 89 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,858 | -5.2% | 49,782 | -7.8% | 0.06% | -27.2% |
| Q4 2022 | $1,959 | -99.8% | 54,018 | +85.9% | 0.08% | +440.0% |
| Q3 2022 | $937,000 | +1341.5% | 29,059 | +1646.3% | 0.02% | +1400.0% |
| Q1 2022 | $65,000 | -92.7% | 1,664 | -92.9% | 0.00% | -93.3% |
| Q4 2021 | $894,000 | -67.0% | 23,377 | -70.6% | 0.02% | -78.3% |
| Q3 2021 | $2,706,000 | +66.0% | 79,414 | +72.0% | 0.07% | +64.3% |
| Q2 2021 | $1,630,000 | +204.7% | 46,181 | +158.7% | 0.04% | +162.5% |
| Q4 2020 | $535,000 | -38.0% | 17,853 | -49.5% | 0.02% | +60.0% |
| Q3 2020 | $863,000 | +127.7% | 35,345 | +158.5% | 0.01% | -61.5% |
| Q3 2019 | $379,000 | -66.3% | 13,673 | -66.8% | 0.03% | -65.8% |
| Q2 2019 | $1,126,000 | -5.7% | 41,214 | -9.2% | 0.08% | +5.6% |
| Q1 2019 | $1,194,000 | +8.7% | 45,402 | -5.0% | 0.07% | -8.9% |
| Q4 2018 | $1,098,000 | +128.8% | 47,785 | +170.7% | 0.08% | +125.7% |
| Q3 2018 | $480,000 | +3.4% | 17,651 | +2.9% | 0.04% | +34.6% |
| Q2 2018 | $464,000 | – | 17,158 | – | 0.03% | – |
Download | ||||||
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% |