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 | $835,245 | -9.0% | 22,827 | -2.9% | 0.00% | -25.0% |
| Q2 2023 | $918,308 | +66251.7% | 23,498 | -36.7% | 0.00% | -33.3% |
| Q1 2023 | $1,384 | +4.4% | 37,110 | +1.5% | 0.01% | -14.3% |
| Q4 2022 | $1,326 | -99.9% | 36,573 | +1.7% | 0.01% | +16.7% |
| Q3 2022 | $1,159,000 | -9.3% | 35,973 | -4.2% | 0.01% | -14.3% |
| Q2 2022 | $1,278,000 | -13.6% | 37,562 | -1.1% | 0.01% | 0.0% |
| Q1 2022 | $1,479,000 | +1.0% | 37,979 | -0.8% | 0.01% | 0.0% |
| Q4 2021 | $1,464,000 | +63.4% | 38,284 | +45.5% | 0.01% | +40.0% |
| Q3 2021 | $896,000 | +118.5% | 26,305 | +126.0% | 0.01% | +150.0% |
| Q2 2021 | $410,000 | +540.6% | 11,641 | +525.2% | 0.00% | – |
| Q1 2021 | $64,000 | +6300.0% | 1,862 | +3624.0% | 0.00% | – |
| Q2 2020 | $1,000 | – | 50 | – | 0.00% | – |
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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% |