BAKER TILLY WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 283 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
BAKER TILLY WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$234,680
+8.5%
6,005
+3.6%
0.02%
+4.2%
Q1 2023$216,300
-2.7%
5,796
-5.5%
0.02%
-11.1%
Q4 2022$222,407
-9.2%
6,134
-14.9%
0.03%
-15.6%
Q2 2022$245,0007,2110.03%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders