MA Private Wealth - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 390 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$355,830
-4.1%
8,448
-1.3%
0.07%
-6.7%
Q1 2024$371,205
-47.8%
8,561
-51.5%
0.08%
-50.3%
Q4 2023$710,846
-43.4%
17,652
-48.5%
0.15%
-49.2%
Q3 2023$1,255,110
-74.2%
34,302
-72.4%
0.30%
-73.7%
Q2 2023$4,863,363
+5.0%
124,446
+0.2%
1.13%
+0.2%
Q1 2023$4,632,964
+4.5%
124,142
+1.5%
1.13%
+5.3%
Q4 2022$4,433,847
+8.0%
122,279
+1.1%
1.07%
+4.8%
Q3 2022$4,106,000
+1.3%
120,899
+1.1%
1.02%
+3.2%
Q2 2022$4,055,000119,5690.99%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Urban Wealth Management, LLC 29,466$1,003,0003.38%
Advocacy Wealth Management Services, LLC 446,199$15,189,0002.44%
BG Investment Services, Inc. 61,440$2,091,0002.30%
Laurel Wealth Planning LLC 89,286$3,039,0002.14%
Brio Consultants, LLC 234,313$7,946,0001.80%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0001.80%
Financial Partners Group, Inc 185,855$6,327,0001.59%
Aspire Capital Advisors LLC 59,136$2,013,0001.53%
Buttonwood Financial Group, LLC 40,103$1,357,0001.33%
West Wealth Group, LLC 81,197$2,763,0001.28%
View complete list of ISHARES TR shareholders