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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $384,781 | -26.6% | 10,516 | -21.6% | 0.05% | -26.9% |
| Q2 2023 | $524,298 | -25.5% | 13,416 | -28.8% | 0.07% | -26.4% |
| Q1 2023 | $703,557 | -10.4% | 18,852 | -12.9% | 0.09% | -16.5% |
| Q4 2022 | $785,102 | +8.7% | 21,652 | -3.4% | 0.11% | -6.8% |
| Q3 2022 | $722,000 | -9.4% | 22,407 | -4.3% | 0.12% | -4.1% |
| Q2 2022 | $797,000 | -12.6% | 23,407 | 0.0% | 0.12% | -10.9% |
| Q1 2022 | $912,000 | +2.4% | 23,407 | +0.4% | 0.14% | +3.8% |
| Q4 2021 | $891,000 | +12.2% | 23,305 | 0.0% | 0.13% | +9.1% |
| Q3 2021 | $794,000 | +11.7% | 23,305 | +15.6% | 0.12% | +0.8% |
| Q2 2021 | $711,000 | +1480.0% | 20,155 | +1450.4% | 0.12% | +531.6% |
| Q1 2021 | $45,000 | – | 1,300 | – | 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% |