ShoreHaven Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 383 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
ShoreHaven Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,189,335
+0.7%
28,237
+3.7%
0.62%
-3.8%
Q1 2024$1,180,725
+11.0%
27,230
+3.1%
0.65%
+0.5%
Q4 2023$1,063,923
+20.4%
26,420
+9.4%
0.65%
+6.4%
Q3 2023$883,676
-3.4%
24,151
+3.2%
0.61%
-0.7%
Q2 2023$914,489
+8.7%
23,400
+3.8%
0.61%
+3.7%
Q1 2023$841,322
+3.0%
22,543
+0.0%
0.59%
+2.4%
Q4 2022$817,115
+14.8%
22,535
+1.9%
0.58%
+5.9%
Q3 2022$712,000
-32.2%
22,107
-28.4%
0.54%
-27.9%
Q2 2022$1,050,00030,8750.75%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 474,583$16,145,0002.36%
BG Investment Services, Inc. 58,556$1,888,0002.30%
Laurel Wealth Planning LLC 89,738$2,893,0002.13%
PATTON ALBERTSON MILLER GROUP, LLC 285,607$9,208,0001.98%
Brio Consultants, LLC 224,688$7,630,0001.61%
Financial Partners Group, Inc 185,165$5,970,0001.57%
Aspire Capital Advisors LLC 59,044$1,904,0001.51%
Buttonwood Financial Group, LLC 43,521$1,393,0001.45%
EQ LLC 40,459$1,304,0001.13%
Northwest Capital Management Inc 59,377$1,914,0001.11%
View complete list of ISHARES TR shareholders