ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 320 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,148,872 | +24.6% | 53,360 | +7.6% | 1.56% | +24.2% |
| Q3 2023 | $1,725,197 | -6.0% | 49,603 | +8.8% | 1.26% | -20.8% |
| Q2 2023 | $1,835,594 | +13.2% | 45,571 | +4.8% | 1.59% | -1.9% |
| Q1 2023 | $1,622,117 | +3.5% | 43,465 | +0.6% | 1.62% | +13.7% |
| Q4 2022 | $1,566,610 | +12.5% | 43,204 | -0.7% | 1.42% | -1.7% |
| Q3 2022 | $1,393,000 | +2.7% | 43,521 | +8.5% | 1.45% | +9.0% |
| Q2 2022 | $1,357,000 | – | 40,103 | – | 1.33% | – |
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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% |