ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 148 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,610,074 | -5.1% | 71,333 | +1.4% | 0.08% | -12.8% |
| Q2 2023 | $2,749,473 | +15.2% | 70,355 | +10.1% | 0.09% | -1.1% |
| Q1 2023 | $2,385,885 | +13.9% | 63,930 | +10.7% | 0.10% | -10.4% |
| Q4 2022 | $2,094,016 | +2.8% | 57,750 | -8.6% | 0.11% | -10.2% |
| Q3 2022 | $2,036,000 | -13.4% | 63,160 | -8.5% | 0.12% | -11.9% |
| Q2 2022 | $2,350,000 | -10.6% | 69,034 | +2.3% | 0.13% | +3.1% |
| Q1 2022 | $2,629,000 | +753.6% | 67,489 | +736.9% | 0.13% | +766.7% |
| Q4 2021 | $308,000 | – | 8,064 | – | 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% |