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 | $242,543 | -3.3% | 6,657 | +3.7% | 0.22% | -5.6% |
| Q2 2023 | $250,764 | +8.4% | 6,417 | +3.5% | 0.23% | -15.7% |
| Q1 2023 | $231,270 | -12.0% | 6,198 | -14.5% | 0.27% | +17.1% |
| Q4 2022 | $262,717 | +14.2% | 7,245 | +1.7% | 0.23% | -9.3% |
| Q3 2022 | $230,000 | -24.1% | 7,123 | -20.1% | 0.26% | -43.5% |
| Q2 2022 | $303,000 | – | 8,912 | – | 0.46% | – |
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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% |