ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $587,882 | -5.6% | 16,066 | +0.8% | 0.02% | -4.2% |
| Q2 2023 | $622,889 | +31.2% | 15,938 | +25.3% | 0.02% | +20.0% |
| Q1 2023 | $474,737 | +2.9% | 12,720 | 0.0% | 0.02% | -13.0% |
| Q4 2022 | $461,254 | +12.5% | 12,720 | 0.0% | 0.02% | +9.5% |
| Q3 2022 | $410,000 | -21.3% | 12,720 | -5.0% | 0.02% | -4.5% |
| Q1 2022 | $521,000 | +2.0% | 13,388 | +0.1% | 0.02% | 0.0% |
| Q4 2021 | $511,000 | +16.9% | 13,374 | +4.4% | 0.02% | 0.0% |
| Q3 2021 | $437,000 | +17.5% | 12,809 | +21.7% | 0.02% | +15.8% |
| Q2 2021 | $372,000 | -11.4% | 10,527 | -13.2% | 0.02% | -24.0% |
| Q1 2021 | $420,000 | +33.8% | 12,123 | +15.6% | 0.02% | +13.6% |
| Q4 2020 | $314,000 | +0.6% | 10,483 | -17.9% | 0.02% | -81.5% |
| Q3 2020 | $312,000 | – | 12,763 | – | 0.12% | – |
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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% |