Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

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 Q1 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 53,360$2,148,8721.56%
Arden Trust Co 130,052$5,237,1890.77%
Dentgroup LLC 5,846$235,4040.21%
Peoples Bank/KS 2,328$93,7480.08%
WealthPLAN Partners, LLC 6,971$280,7210.03%
TOMPKINS FINANCIAL CORP 31$1,2480.00%
MASSMUTUAL TRUST CO FSB/ADV 88$3,5440.00%
View complete list of ISHARES TR shareholders