ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,651,338 | -7.1% | 72,461 | -0.8% | 0.04% | -4.7% |
| Q2 2023 | $2,853,236 | +2.9% | 73,010 | -1.7% | 0.04% | -2.3% |
| Q1 2023 | $2,772,117 | +15.2% | 74,280 | +11.9% | 0.04% | +7.3% |
| Q4 2022 | $2,406,713 | -10.7% | 66,374 | -20.6% | 0.04% | -18.0% |
| Q3 2022 | $2,695,000 | +9.0% | 83,583 | +15.1% | 0.05% | +11.1% |
| Q2 2022 | $2,472,000 | -18.7% | 72,632 | -6.9% | 0.04% | -4.3% |
| Q1 2022 | $3,040,000 | +28.0% | 78,044 | +25.7% | 0.05% | +30.6% |
| Q4 2021 | $2,375,000 | +26.7% | 62,085 | +12.9% | 0.04% | +12.5% |
| Q3 2021 | $1,874,000 | +2.3% | 54,975 | +6.0% | 0.03% | +3.2% |
| Q2 2021 | $1,831,000 | -100.0% | 51,872 | -58.2% | 0.03% | -18.4% |
| Q1 2021 | $4,299,082,000 | – | 124,108 | – | 0.04% | – |
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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% |