ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 89 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,178,623 | -6.5% | 196,191 | -0.1% | 0.06% | -4.6% |
| Q2 2023 | $7,674,062 | +3.2% | 196,368 | -1.4% | 0.06% | 0.0% |
| Q1 2023 | $7,433,184 | +2.7% | 199,174 | -0.2% | 0.06% | -3.0% |
| Q4 2022 | $7,237,519 | +397.1% | 199,601 | +342.0% | 0.07% | +131.0% |
| Q3 2022 | $1,456,000 | -66.8% | 45,156 | -64.9% | 0.03% | -58.6% |
| Q2 2022 | $4,382,000 | +728.4% | 128,718 | +847.2% | 0.07% | +775.0% |
| Q1 2022 | $529,000 | +62.3% | 13,590 | +59.4% | 0.01% | +60.0% |
| Q4 2021 | $326,000 | +28.9% | 8,527 | +18.8% | 0.01% | +25.0% |
| Q2 2021 | $253,000 | +14.5% | 7,177 | +12.6% | 0.00% | 0.0% |
| Q1 2021 | $221,000 | – | 6,375 | – | 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% |