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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $268,276 | +23.4% | 6,865 | +17.9% | 0.03% | +13.3% |
Q1 2023 | $217,351 | -3.0% | 5,824 | -5.7% | 0.03% | -9.1% |
Q4 2022 | $224,022 | +7.7% | 6,178 | -4.2% | 0.03% | +6.5% |
Q3 2022 | $208,000 | -13.0% | 6,446 | +3.2% | 0.03% | +34.8% |
Q4 2021 | $239,000 | -27.8% | 6,248 | -35.6% | 0.02% | -36.1% |
Q3 2021 | $331,000 | – | 9,702 | – | 0.04% | – |
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% |