ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 148 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,370,456 | +9.1% | 146,774 | +16.5% | 0.79% | +14.2% |
| Q2 2023 | $4,923,119 | +5.6% | 125,975 | +0.8% | 0.69% | -0.6% |
| Q1 2023 | $4,662,161 | +3.3% | 124,923 | +0.4% | 0.70% | -7.1% |
| Q4 2022 | $4,513,275 | +43.1% | 124,470 | +27.2% | 0.75% | +14.9% |
| Q3 2022 | $3,155,000 | -14.6% | 97,855 | -9.8% | 0.65% | -7.9% |
| Q2 2022 | $3,694,000 | +7.7% | 108,528 | +23.3% | 0.71% | +12.7% |
| Q1 2022 | $3,429,000 | +9.5% | 88,044 | +7.5% | 0.63% | +4.0% |
| Q4 2021 | $3,132,000 | +26.2% | 81,883 | +12.5% | 0.60% | +15.7% |
| Q3 2021 | $2,482,000 | +33.4% | 72,817 | +38.2% | 0.52% | +33.5% |
| Q2 2021 | $1,860,000 | +35.0% | 52,695 | +32.5% | 0.39% | +26.9% |
| Q1 2021 | $1,378,000 | +1002.4% | 39,780 | +851.2% | 0.31% | +893.5% |
| Q4 2020 | $125,000 | – | 4,182 | – | 0.03% | – |
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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% |