ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 373 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,154,720 | +0.6% | 27,415 | +3.6% | 0.42% | -3.5% |
| Q1 2024 | $1,147,349 | +6.6% | 26,461 | -1.0% | 0.43% | +0.7% |
| Q4 2023 | $1,076,565 | +16.9% | 26,731 | +6.2% | 0.43% | +0.2% |
| 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 | $1,156,000 | – | 33,950 | – | 0.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 102,432 | $3,714,184 | 2.56% |
| Advocacy Wealth Management Services, LLC | 520,303 | $18,866,187 | 2.49% |
| BG Investment Services, Inc. | 61,303 | $2,222,833 | 2.42% |
| Laurel Wealth Planning LLC | 95,443 | $3,460,763 | 2.23% |
| Brio Consultants, LLC | 237,654 | $8,617,333 | 1.72% |
| PATTON ALBERTSON MILLER GROUP, LLC | 244,949 | $8,881,851 | 1.63% |
| Financial Partners Group, Inc | 183,031 | $7,118,065 | 1.56% |
| Aspire Capital Advisors LLC | 70,258 | $2,547,557 | 1.45% |
| Buttonwood Financial Group, LLC | 43,204 | $1,566,610 | 1.42% |
| Northwest Capital Management Inc | 64,874 | $2,352,331 | 1.25% |