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 | $1,304,218 | -4.8% | 35,645 | +4.2% | 0.01% | 0.0% |
| Q2 2023 | $1,369,624 | +31.9% | 34,195 | +22.9% | 0.01% | +20.0% |
| Q1 2023 | $1,038,457 | +38.8% | 27,826 | +3.1% | 0.01% | -73.7% |
| Q4 2022 | $748,187 | +18.6% | 26,998 | +38.0% | 0.04% | +442.9% |
| Q3 2022 | $631,000 | -7.2% | 19,560 | -2.0% | 0.01% | +16.7% |
| Q2 2022 | $680,000 | +56.7% | 19,951 | +79.3% | 0.01% | +100.0% |
| Q1 2022 | $434,000 | -5.4% | 11,128 | -7.1% | 0.00% | 0.0% |
| Q4 2021 | $459,000 | +46.6% | 11,978 | +35.2% | 0.00% | 0.0% |
| Q2 2021 | $313,000 | -26.4% | 8,860 | -27.9% | 0.00% | -25.0% |
| Q1 2021 | $425,000 | -33.7% | 12,283 | -42.6% | 0.00% | -42.9% |
| Q4 2020 | $641,000 | +53.3% | 21,385 | +21.2% | 0.01% | +40.0% |
| Q3 2020 | $418,000 | 0.0% | 17,640 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $418,000 | – | 17,640 | – | 0.01% | – |
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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% |