Cardinal Strategic Wealth Guidance - ISHARES TR ownership

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
Cardinal Strategic Wealth Guidance ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$920,604
-5.7%
25,160
+0.7%
0.43%
-1.6%
Q2 2023$976,062
+4.3%
24,978
-0.4%
0.43%0.0%
Q1 2023$936,128
+7.9%
25,088
+4.9%
0.43%
+4.1%
Q4 2022$867,468
+14.4%
23,920
+1.7%
0.42%
+3.5%
Q3 2022$758,000
-34.4%
23,523
-30.7%
0.40%
-31.6%
Q2 2022$1,156,00033,9500.59%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders