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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,874,010 | +0.0% | 51,216 | +6.8% | 0.08% | -5.6% |
| Q2 2023 | $1,873,943 | +109.3% | 47,951 | +99.9% | 0.09% | +117.1% |
| Q1 2023 | $895,419 | +32.5% | 23,993 | +28.8% | 0.04% | +32.3% |
| Q4 2022 | $675,596 | +50.8% | 18,632 | +34.2% | 0.03% | +34.8% |
| Q3 2022 | $448,000 | -9.1% | 13,887 | -4.2% | 0.02% | +4.5% |
| Q2 2022 | $493,000 | 0.0% | 14,492 | +14.6% | 0.02% | +22.2% |
| Q1 2022 | $493,000 | -0.6% | 12,650 | -2.4% | 0.02% | -10.0% |
| Q4 2021 | $496,000 | +12.2% | 12,965 | -0.1% | 0.02% | +5.3% |
| Q3 2021 | $442,000 | – | 12,981 | – | 0.02% | – |
Download | ||||||
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% |