Fortis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 143 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
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$16,578
+56.0%
394
+60.8%
0.01%
+57.1%
Q1 2024$10,627
+746.1%
245
+690.3%
0.01%
+600.0%
Q4 2023$1,256
-77.1%
31
-77.9%
0.00%
-75.0%
Q2 2023$5,489
+5.2%
1400.0%0.00%
+33.3%
Q1 2023$5,220
-47.4%
140
-48.9%
0.00%
-62.5%
Q4 2022$9,933
+41.9%
274
+18.6%
0.01%
+60.0%
Q3 2022$7,000
-53.3%
231
-48.4%
0.01%
-50.0%
Q2 2022$15,0004480.01%
Q3 2021$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2021$159,000
+2.6%
4,509
+0.6%
0.09%
-16.4%
Q1 2021$155,000
+15.7%
4,484
+0.2%
0.11%
-6.8%
Q4 2020$134,0004,4750.12%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders