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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,516 | +100.6% | 205,418 | +114.3% | 5.85% | +118.7% |
| Q2 2023 | $3,746 | +3.9% | 95,856 | -0.8% | 2.68% | +12.0% |
| Q1 2023 | $3,607 | -99.9% | 96,645 | +1.3% | 2.39% | +7.1% |
| Q4 2022 | $3,460,763 | +19.6% | 95,443 | +6.4% | 2.23% | +4.8% |
| Q3 2022 | $2,893,000 | -4.8% | 89,738 | +0.5% | 2.13% | -0.4% |
| Q2 2022 | $3,039,000 | +19.9% | 89,286 | +37.2% | 2.14% | +25.0% |
| Q1 2022 | $2,534,000 | +7578.8% | 65,057 | +7464.8% | 1.71% | +6740.0% |
| Q4 2021 | $33,000 | – | 860 | – | 0.02% | – |
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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% |