Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 115 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,548,080
-3.2%
643,566
+3.4%
2.62%
-5.8%
Q2 2023$24,330,544
+9.3%
622,583
+4.3%
2.78%
+2.8%
Q1 2023$22,268,471
+18.0%
596,690
+14.7%
2.70%
+8.5%
Q4 2022$18,866,187
+16.9%
520,303
+9.6%
2.49%
+5.7%
Q3 2022$16,145,000
+6.3%
474,583
+6.4%
2.36%
-3.5%
Q2 2022$15,189,000
-6.9%
446,199
+7.6%
2.44%
-13.9%
Q1 2022$16,309,000
+234.6%
414,495
+225.3%
2.84%
+248.1%
Q4 2021$4,874,000
+18.6%
127,431
+5.7%
0.82%
+10.0%
Q3 2021$4,109,000
+1.0%
120,563
+4.6%
0.74%
-1.6%
Q2 2021$4,068,000
-2.2%
115,235
-3.4%
0.75%
-9.4%
Q1 2021$4,158,000119,3450.83%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders