ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 115 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $662,248 | -2.9% | 18,099 | +3.8% | 0.02% | 0.0% |
| Q2 2023 | $681,720 | +15.5% | 17,444 | +10.3% | 0.02% | +8.7% |
| Q1 2023 | $590,321 | +182097.8% | 15,818 | +76.8% | 0.02% | +27.8% |
| Q4 2022 | $324 | -99.9% | 8,946 | +32.1% | 0.02% | +38.5% |
| Q3 2022 | $218,000 | -41.2% | 6,770 | -37.9% | 0.01% | -13.3% |
| Q2 2022 | $371,000 | +642.0% | 10,910 | +757.7% | 0.02% | +1400.0% |
| Q1 2022 | $50,000 | +2.0% | 1,272 | -0.2% | 0.00% | 0.0% |
| Q4 2021 | $49,000 | +14.0% | 1,275 | +1.2% | 0.00% | 0.0% |
| Q3 2021 | $43,000 | -2.3% | 1,260 | +0.6% | 0.00% | 0.0% |
| Q2 2021 | $44,000 | – | 1,252 | – | 0.00% | – |
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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% |