ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 383 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,743,017 | +6.7% | 207,574 | +9.9% | 0.72% | +2.4% |
| Q1 2024 | $8,193,306 | -8.9% | 188,960 | -15.4% | 0.70% | -17.5% |
| Q4 2023 | $8,989,754 | -61.8% | 223,237 | -65.3% | 0.85% | -67.4% |
| 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 | $4,158,000 | – | 119,345 | – | 0.83% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 207,332 | $8,733 | 6.08% |
| WEALTH MANAGEMENT RESOURCES, INC. | 174,755 | $7,360,682 | 3.16% |
| Wharton Business Group, LLC | 1,091,920 | $45,992 | 2.38% |
| Shira Ridge Wealth Management | 64,388 | $2,712,023 | 1.51% |
| Buttonwood Financial Group, LLC | 55,473 | $2,304,919 | 1.32% |
| ADAPT WEALTH ADVISORS, LLC | 47,728 | $2,010,308 | 1.26% |
| Consilium Wealth Advisory, LLC | 54,003 | $2,274,622 | 1.24% |
| Brio Consultants, LLC | 170,685 | $7,189,261 | 1.18% |
| Silver Coast Investments LLC | 68,113 | $2,868,920 | 1.17% |
| EQ LLC | 43,605 | $1,836,635 | 1.10% |