ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 383 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,796,066 | -2.5% | 42,642 | +0.4% | 0.62% | -6.2% |
| Q1 2024 | $1,842,394 | +11.5% | 42,491 | +3.6% | 0.66% | -0.6% |
| Q4 2023 | $1,651,740 | +17.6% | 41,017 | +6.8% | 0.66% | +0.5% |
| Q3 2023 | $1,404,654 | -3.5% | 38,389 | +3.0% | 0.66% | +0.9% |
| Q2 2023 | $1,456,043 | +11.4% | 37,258 | +6.3% | 0.65% | +4.3% |
| Q1 2023 | $1,307,506 | +9.1% | 35,035 | +6.0% | 0.62% | +6.8% |
| Q4 2022 | $1,198,901 | +21.1% | 33,064 | +7.6% | 0.58% | -1.3% |
| Q3 2022 | $990,000 | – | 30,721 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Urban Wealth Management, LLC | 29,466 | $1,003,000 | 3.38% |
| Advocacy Wealth Management Services, LLC | 446,199 | $15,189,000 | 2.44% |
| BG Investment Services, Inc. | 61,440 | $2,091,000 | 2.30% |
| Laurel Wealth Planning LLC | 89,286 | $3,039,000 | 2.14% |
| Brio Consultants, LLC | 234,313 | $7,946,000 | 1.80% |
| Safeguard Investment Advisory Group, LLC | 75,151 | $2,927,000 | 1.80% |
| Financial Partners Group, Inc | 185,855 | $6,327,000 | 1.59% |
| Aspire Capital Advisors LLC | 59,136 | $2,013,000 | 1.53% |
| Buttonwood Financial Group, LLC | 40,103 | $1,357,000 | 1.33% |
| West Wealth Group, LLC | 81,197 | $2,763,000 | 1.28% |