ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,605,505 | +5.6% | 98,538 | +12.8% | 0.04% | +2.9% |
| Q2 2023 | $3,415,006 | -7.5% | 87,385 | -11.7% | 0.03% | -15.0% |
| Q1 2023 | $3,691,592 | -47.9% | 98,917 | -49.4% | 0.04% | -36.5% |
| Q4 2022 | $7,090,353 | -99.9% | 195,542 | -49.4% | 0.06% | -6.0% |
| Q3 2022 | $6,236,230,000 | +100598.0% | 386,480 | +112.4% | 0.07% | +4.7% |
| Q2 2022 | $6,193,000 | +50.5% | 181,935 | +72.2% | 0.06% | +48.8% |
| Q1 2022 | $4,114,000 | +17.1% | 105,627 | +15.0% | 0.04% | +19.4% |
| Q4 2021 | $3,513,000 | +72.0% | 91,850 | +53.3% | 0.04% | +80.0% |
| Q3 2021 | $2,042,000 | +30.1% | 59,915 | +34.8% | 0.02% | +11.1% |
| Q2 2021 | $1,569,000 | +25.1% | 44,448 | +22.8% | 0.02% | +12.5% |
| Q1 2021 | $1,254,000 | +351.1% | 36,194 | +288.3% | 0.02% | +433.3% |
| Q4 2020 | $278,000 | – | 9,320 | – | 0.00% | – |
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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% |