ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,965 | -6.4% | 1,420 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $55,502 | +4.7% | 1,420 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $53,002 | +2.9% | 1,420 | 0.0% | 0.02% | -3.8% |
| Q4 2022 | $51,496 | -57.4% | 1,420 | -62.1% | 0.03% | -58.7% |
| Q3 2022 | $121,000 | -7.6% | 3,743 | -2.7% | 0.06% | -1.6% |
| Q2 2022 | $131,000 | -69.3% | 3,846 | -64.9% | 0.06% | -63.8% |
| Q1 2022 | $427,000 | -29.9% | 10,957 | -31.2% | 0.18% | -26.2% |
| Q4 2021 | $609,000 | +11.1% | 15,934 | -1.0% | 0.24% | -2.0% |
| Q3 2021 | $548,000 | +93.0% | 16,093 | +100.1% | 0.24% | +81.5% |
| Q2 2021 | $284,000 | +2.2% | 8,044 | +0.1% | 0.14% | -11.8% |
| Q1 2021 | $278,000 | +78.2% | 8,033 | +54.0% | 0.15% | +77.9% |
| Q4 2020 | $156,000 | – | 5,216 | – | 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% |