Trek Financial, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 291 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
Trek Financial, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$821,239
-61.6%
19,498
-60.5%
0.06%
-61.8%
Q1 2024$2,141,315
+146.3%
49,385
+128.8%
0.17%
+126.7%
Q4 2023$869,233
+15.1%
21,585
+4.5%
0.08%
+8.7%
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 Q3 2022
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders