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 | $3,842,587 | +5.9% | 105,017 | +13.1% | 0.07% | +3.0% |
| Q2 2023 | $3,629,342 | +11.3% | 92,870 | +6.3% | 0.07% | +6.5% |
| Q1 2023 | $3,260,821 | +1.9% | 87,375 | -1.0% | 0.06% | -6.1% |
| Q4 2022 | $3,201,502 | +21.8% | 88,292 | +8.3% | 0.07% | +13.8% |
| Q3 2022 | $2,629,000 | -35.0% | 81,530 | -31.4% | 0.06% | -31.8% |
| Q2 2022 | $4,043,000 | – | 118,762 | – | 0.08% | – |
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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% |