Donoghue Forlines LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 278 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Donoghue Forlines LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$633,885
-59.6%
17,324
-64.4%
0.23%
-60.1%
Q3 2022$1,569,000
-5.7%
48,675
-0.4%
0.57%
+30.1%
Q2 2022$1,663,000
-44.0%
48,863
-35.9%
0.44%
-32.5%
Q1 2022$2,971,000
-31.7%
76,272
-32.9%
0.64%
-12.4%
Q4 2021$4,351,000113,7480.74%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders