Lantz Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 283 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Lantz Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$439,080
-4.5%
12,000
+2.0%
0.18%
-2.8%
Q2 2023$459,581
+5.9%
11,760
+1.1%
0.18%0.0%
Q1 2023$433,920
-3.2%
11,627
-6.0%
0.18%
-11.8%
Q4 2022$448,464
+11.0%
12,368
-1.3%
0.20%
-2.9%
Q3 2022$404,000
+9.2%
12,527
+15.3%
0.21%
+25.7%
Q2 2022$370,00010,8690.17%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders