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 | $1,950,924 | -6.8% | 53,319 | -0.4% | 0.05% | -7.1% |
| Q2 2023 | $2,092,950 | +1.1% | 53,556 | -3.4% | 0.06% | -1.8% |
| Q1 2023 | $2,069,808 | +11.8% | 55,461 | +8.6% | 0.06% | 0.0% |
| Q4 2022 | $1,851,139 | +13.8% | 51,051 | +1.2% | 0.06% | 0.0% |
| Q3 2022 | $1,627,000 | -17.2% | 50,464 | -12.7% | 0.06% | -14.9% |
| Q2 2022 | $1,966,000 | +187.0% | 57,778 | +228.3% | 0.07% | +235.0% |
| Q1 2022 | $685,000 | +24.5% | 17,597 | +22.5% | 0.02% | +25.0% |
| Q4 2021 | $550,000 | +27.6% | 14,368 | +13.5% | 0.02% | +14.3% |
| Q3 2021 | $431,000 | -42.6% | 12,661 | -40.5% | 0.01% | -41.7% |
| Q2 2021 | $751,000 | +67.3% | 21,270 | +64.0% | 0.02% | +41.2% |
| Q1 2021 | $449,000 | – | 12,970 | – | 0.02% | – |
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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% |