ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 373 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $296,700 | -7.8% | 7,044 | -5.1% | 0.18% | -16.8% |
| Q1 2024 | $321,768 | -7.4% | 7,421 | -14.1% | 0.22% | -7.2% |
| Q4 2023 | $347,660 | +43.3% | 8,637 | +29.7% | 0.24% | +8.7% |
| 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 ↓ |
|---|---|---|---|
| Advocacy Wealth Management Services, LLC | 474,583 | $16,145,000 | 2.36% |
| BG Investment Services, Inc. | 58,556 | $1,888,000 | 2.30% |
| Laurel Wealth Planning LLC | 89,738 | $2,893,000 | 2.13% |
| PATTON ALBERTSON MILLER GROUP, LLC | 285,607 | $9,208,000 | 1.98% |
| Brio Consultants, LLC | 224,688 | $7,630,000 | 1.61% |
| Financial Partners Group, Inc | 185,165 | $5,970,000 | 1.57% |
| Aspire Capital Advisors LLC | 59,044 | $1,904,000 | 1.51% |
| Buttonwood Financial Group, LLC | 43,521 | $1,393,000 | 1.45% |
| EQ LLC | 40,459 | $1,304,000 | 1.13% |
| Northwest Capital Management Inc | 59,377 | $1,914,000 | 1.11% |