ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 283 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,130,732 | -8.7% | 194,882 | -2.5% | 0.01% | 0.0% |
| Q2 2023 | $7,809,668 | +18.7% | 199,838 | +13.3% | 0.01% | +11.1% |
| Q1 2023 | $6,581,250 | +21.1% | 176,346 | +17.6% | 0.01% | +12.5% |
| Q4 2022 | $5,435,730 | +58.9% | 149,910 | +41.3% | 0.01% | +33.3% |
| Q3 2022 | $3,421,000 | +46.3% | 106,098 | +54.4% | 0.01% | +50.0% |
| Q2 2022 | $2,339,000 | +150.2% | 68,705 | +186.2% | 0.00% | +300.0% |
| Q1 2022 | $935,000 | +128.6% | 24,009 | +124.8% | 0.00% | 0.0% |
| Q4 2021 | $409,000 | +10.8% | 10,682 | -1.2% | 0.00% | 0.0% |
| Q3 2021 | $369,000 | -3.4% | 10,814 | +0.0% | 0.00% | 0.0% |
| Q2 2021 | $382,000 | – | 10,810 | – | 0.00% | – |
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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% |