ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 142 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,284,317 | -1.5% | 253,739 | +5.2% | 0.06% | -9.2% |
| Q2 2023 | $9,422,911 | -10.8% | 241,119 | -14.8% | 0.06% | -16.7% |
| Q1 2023 | $10,558,278 | +3.5% | 282,912 | +0.5% | 0.08% | -6.0% |
| Q4 2022 | $10,202,486 | +69.0% | 281,370 | +50.2% | 0.08% | +10.7% |
| Q3 2022 | $6,038,000 | -5.3% | 187,276 | +0.0% | 0.08% | -8.5% |
| Q2 2022 | $6,374,000 | +15.9% | 187,258 | +32.6% | 0.08% | +22.4% |
| Q1 2022 | $5,500,000 | +3.0% | 141,198 | +1.2% | 0.07% | +3.1% |
| Q4 2021 | $5,339,000 | +740.8% | 139,579 | +648.9% | 0.06% | +622.2% |
| Q3 2021 | $635,000 | +78.9% | 18,637 | +85.3% | 0.01% | +80.0% |
| Q2 2021 | $355,000 | +70.7% | 10,060 | +67.7% | 0.01% | +25.0% |
| Q1 2021 | $208,000 | – | 6,000 | – | 0.00% | – |
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% |