ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 7 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $478,194 | -64.3% | 13,069 | -61.8% | 0.07% | -58.4% |
| Q2 2023 | $1,337,920 | -12.1% | 34,235 | -16.1% | 0.17% | -13.5% |
| Q1 2023 | $1,522,350 | +41.4% | 40,792 | +37.4% | 0.20% | +34.2% |
| Q4 2022 | $1,076,392 | +246.1% | 29,685 | +207.3% | 0.15% | +198.0% |
| Q3 2022 | $311,000 | -31.6% | 9,661 | -27.7% | 0.05% | -28.6% |
| Q2 2022 | $455,000 | – | 13,369 | – | 0.07% | – |
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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% |