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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,786,793 | +6.9% | 103,493 | +14.2% | 0.12% | 0.0% |
| Q2 2023 | $3,542,052 | +17.3% | 90,636 | +12.0% | 0.12% | +8.3% |
| Q1 2023 | $3,020,022 | -52.7% | 80,922 | -54.0% | 0.11% | -57.5% |
| Q4 2022 | $6,383,308 | +17.8% | 176,043 | +4.8% | 0.25% | +7.6% |
| Q3 2022 | $5,418,000 | -12.1% | 168,050 | -8.1% | 0.24% | -8.5% |
| Q2 2022 | $6,167,000 | +118.1% | 182,836 | +152.1% | 0.26% | +136.7% |
| Q1 2022 | $2,828,000 | +320.8% | 72,523 | +309.6% | 0.11% | +336.0% |
| Q4 2021 | $672,000 | – | 17,704 | – | 0.02% | – |
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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% |