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 | $505,894 | +13.2% | 13,826 | +22.1% | 0.16% | +15.3% |
| Q2 2023 | $446,920 | +6.2% | 11,323 | -0.2% | 0.14% | +11.4% |
| Q1 2023 | $420,800 | -12.1% | 11,348 | -14.0% | 0.12% | -19.1% |
| Q4 2022 | $478,559 | +2.9% | 13,198 | -8.6% | 0.15% | -5.6% |
| Q3 2022 | $465,000 | +140.9% | 14,438 | +154.7% | 0.16% | +143.9% |
| Q2 2022 | $193,000 | -33.0% | 5,668 | -23.3% | 0.07% | -28.3% |
| Q1 2022 | $288,000 | +1.8% | 7,393 | 0.0% | 0.09% | -6.1% |
| Q4 2021 | $283,000 | +23.6% | 7,393 | +10.2% | 0.10% | +10.1% |
| Q3 2021 | $229,000 | -38.4% | 6,711 | -36.4% | 0.09% | -44.0% |
| Q2 2021 | $372,000 | +78.8% | 10,549 | +75.8% | 0.16% | +76.7% |
| Q1 2021 | $208,000 | – | 6,001 | – | 0.09% | – |
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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% |