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 | $1,233,596 | -6.0% | 33,714 | +0.4% | 0.72% | -2.3% |
Q2 2023 | $1,311,916 | +10.2% | 33,570 | +5.2% | 0.74% | +5.4% |
Q1 2023 | $1,190,780 | +15.8% | 31,907 | +12.5% | 0.70% | +6.9% |
Q4 2022 | $1,028,152 | +13.5% | 28,355 | +0.9% | 0.66% | +4.8% |
Q3 2022 | $906,000 | -27.5% | 28,111 | -23.4% | 0.62% | -24.5% |
Q2 2022 | $1,250,000 | – | 36,717 | – | 0.83% | – |
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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% |