ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 142 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,296 | -3.6% | 5,356 | -8.0% | 0.02% | -15.0% |
| Q1 2023 | $217,210 | -16.7% | 5,820 | -19.1% | 0.02% | -25.9% |
| Q4 2022 | $260,813 | -5.8% | 7,193 | -11.6% | 0.03% | -12.9% |
| Q2 2022 | $277,000 | -39.0% | 8,137 | -30.2% | 0.03% | -29.5% |
| Q1 2022 | $454,000 | -29.0% | 11,657 | -30.2% | 0.04% | -26.7% |
| Q4 2021 | $639,000 | – | 16,704 | – | 0.06% | – |
Download | ||||||
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% |