ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $728,803 | -3.1% | 18,649 | -7.4% | 0.14% | -6.5% |
| Q1 2023 | $751,849 | -8.1% | 20,146 | -10.7% | 0.15% | -12.6% |
| Q4 2022 | $818,134 | +7.4% | 22,563 | -4.5% | 0.18% | -1.7% |
| Q3 2022 | $762,000 | -6.8% | 23,622 | -1.7% | 0.18% | +6.6% |
| Q2 2022 | $818,000 | -17.5% | 24,038 | -5.6% | 0.17% | +0.6% |
| Q1 2022 | $992,000 | -13.0% | 25,458 | -14.6% | 0.17% | -8.8% |
| Q4 2021 | $1,140,000 | +21.7% | 29,811 | +8.4% | 0.18% | -24.2% |
| Q3 2021 | $937,000 | +103.7% | 27,495 | +111.1% | 0.24% | +101.7% |
| Q2 2021 | $460,000 | +3.6% | 13,022 | +1.7% | 0.12% | -21.7% |
| Q1 2021 | $444,000 | – | 12,806 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 205,418 | $7,516 | 5.85% |
| Shira Ridge Wealth Management | 113,587 | $4,156,148 | 2.73% |
| Advocacy Wealth Management Services, LLC | 643,566 | $23,548,080 | 2.62% |
| Wharton Business Group, LLC | 1,068,950 | $39,113 | 2.17% |
| PATTON ALBERTSON MILLER GROUP, LLC | 258,560 | $9,460,713 | 1.86% |
| Trinity Wealth Management, LLC | 67,943 | $2,486,034 | 1.54% |
| Buttonwood Financial Group, LLC | 49,603 | $1,725,197 | 1.26% |
| Financial Partners Group, Inc | 170,384 | $6,070,789 | 1.25% |
| Brio Consultants, LLC | 166,239 | $6,082,675 | 1.14% |
| Spectrum Planning & Advisory Services Inc. | 17,742 | $649,194 | 1.02% |