Trek Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 278 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Trek Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$755,428
-3.5%
20,646
+3.0%
0.07%0.0%
Q2 2023$783,115
+7.2%
20,039
+2.3%
0.07%
+1.5%
Q1 2023$730,824
+5.7%
19,583
+2.7%
0.07%
-1.4%
Q4 2022$691,171
+9.0%
19,062
-3.0%
0.07%
+3.0%
Q3 2022$634,000
-27.5%
19,656
-23.4%
0.07%
-24.7%
Q2 2022$874,00025,6690.09%
Other shareholders
ISHARES TR shareholders Q2 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