SWMG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 291 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SWMG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,051,489
-3.7%
24,964
-0.8%
0.47%
-4.7%
Q1 2024$1,091,410
-9.6%
25,171
-16.0%
0.49%
-14.8%
Q4 2023$1,207,404
+12.0%
29,983
+1.7%
0.58%
+1.8%
Q3 2023$1,078,417
-4.5%
29,473
+2.0%
0.57%
-4.2%
Q2 2023$1,129,412
+16.6%
28,900
+11.4%
0.59%
+9.4%
Q1 2023$968,417
-1.3%
25,949
-4.1%
0.54%
-8.9%
Q4 2022$981,087
+17.6%
27,057
+4.6%
0.59%
+9.0%
Q3 2022$834,00025,8640.54%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Shira Ridge Wealth Management 102,432$3,714,1842.56%
Advocacy Wealth Management Services, LLC 520,303$18,866,1872.49%
BG Investment Services, Inc. 61,303$2,222,8332.42%
Laurel Wealth Planning LLC 95,443$3,460,7632.23%
Brio Consultants, LLC 237,654$8,617,3331.72%
PATTON ALBERTSON MILLER GROUP, LLC 244,949$8,881,8511.63%
Financial Partners Group, Inc 183,031$7,118,0651.56%
Aspire Capital Advisors LLC 70,258$2,547,5571.45%
Buttonwood Financial Group, LLC 43,204$1,566,6101.42%
Northwest Capital Management Inc 64,874$2,352,3311.25%
View complete list of ISHARES TR shareholders