ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 283 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $950,917 | -14.2% | 25,986 | -22.5% | 0.04% | +79.2% |
| Q2 2023 | $1,107,928 | +159.3% | 33,528 | +112.0% | 0.02% | +26.3% |
| Q1 2023 | $427,204 | +52253.4% | 15,817 | -38.8% | 0.02% | -13.6% |
| Q4 2022 | $816 | -99.9% | 25,834 | -22.5% | 0.02% | -24.1% |
| Q3 2022 | $1,129,000 | -3.2% | 33,338 | -14.2% | 0.03% | -21.6% |
| Q2 2022 | $1,166,000 | -13.4% | 38,873 | -14.6% | 0.04% | +117.6% |
| Q1 2022 | $1,347,000 | +183.6% | 45,495 | +267.3% | 0.02% | +88.9% |
| Q4 2021 | $475,000 | +5.8% | 12,386 | -5.4% | 0.01% | 0.0% |
| Q3 2021 | $449,000 | -9.3% | 13,091 | -6.2% | 0.01% | -10.0% |
| Q2 2021 | $495,000 | +1.6% | 13,951 | -0.8% | 0.01% | +11.1% |
| Q1 2021 | $487,000 | +1523.3% | 14,061 | +1306.1% | 0.01% | +800.0% |
| Q4 2020 | $30,000 | – | 1,000 | – | 0.00% | – |
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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% |