ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 373 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $782,184 | +2.5% | 18,570 | +5.5% | 0.13% | 0.0% |
| Q1 2024 | $762,871 | +17.3% | 17,594 | +9.0% | 0.13% | +42.2% |
| Q4 2023 | $650,158 | +36.0% | 16,145 | +23.5% | 0.09% | +25.0% |
| 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 ↓ |
|---|---|---|---|
| Shira Ridge Wealth Management | 102,432 | $3,714,184 | 2.56% |
| Advocacy Wealth Management Services, LLC | 520,303 | $18,866,187 | 2.49% |
| BG Investment Services, Inc. | 61,303 | $2,222,833 | 2.42% |
| Laurel Wealth Planning LLC | 95,443 | $3,460,763 | 2.23% |
| Brio Consultants, LLC | 237,654 | $8,617,333 | 1.72% |
| PATTON ALBERTSON MILLER GROUP, LLC | 244,949 | $8,881,851 | 1.63% |
| Financial Partners Group, Inc | 183,031 | $7,118,065 | 1.56% |
| Aspire Capital Advisors LLC | 70,258 | $2,547,557 | 1.45% |
| Buttonwood Financial Group, LLC | 43,204 | $1,566,610 | 1.42% |
| Northwest Capital Management Inc | 64,874 | $2,352,331 | 1.25% |