ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,241,415 | -18.7% | 33,928 | -13.2% | 0.06% | -16.2% |
| Q2 2023 | $1,526,727 | -4.8% | 39,067 | -9.1% | 0.07% | -24.5% |
| Q1 2023 | $1,603,917 | +1.4% | 42,977 | -1.5% | 0.10% | -12.5% |
| Q4 2022 | $1,582,180 | +226.9% | 43,634 | +190.6% | 0.11% | +180.0% |
| Q3 2022 | $484,000 | -20.5% | 15,013 | -16.0% | 0.04% | -21.6% |
| Q2 2022 | $609,000 | +163.6% | 17,877 | +201.6% | 0.05% | +218.8% |
| Q1 2022 | $231,000 | +12.7% | 5,928 | +10.4% | 0.02% | +6.7% |
| Q4 2021 | $205,000 | – | 5,370 | – | 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% |