ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 115 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,575 | -6.4% | 5,673 | 0.0% | 0.04% | -14.9% |
| Q2 2023 | $221,701 | -4.0% | 5,673 | -8.4% | 0.05% | -14.5% |
| Q1 2023 | $231,011 | +3.1% | 6,190 | +0.1% | 0.06% | -9.8% |
| Q4 2022 | $224,159 | -17.9% | 6,182 | -23.4% | 0.06% | -34.4% |
| Q2 2022 | $273,000 | -10.8% | 8,068 | +3.0% | 0.09% | -1.1% |
| Q1 2022 | $306,000 | -1.6% | 7,834 | -3.4% | 0.09% | +1.1% |
| Q4 2021 | $311,000 | +11.9% | 8,111 | -1.2% | 0.09% | -3.1% |
| Q3 2021 | $278,000 | -0.7% | 8,209 | +3.8% | 0.10% | -4.0% |
| Q2 2021 | $280,000 | +10.2% | 7,910 | +7.8% | 0.10% | -1.0% |
| Q1 2021 | $254,000 | – | 7,341 | – | 0.10% | – |
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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% |