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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $11,399 | +3.4% | 305 | +0.3% | 0.01% | 0.0% |
Q4 2022 | $11,022 | +10.2% | 304 | +0.7% | 0.01% | 0.0% |
Q3 2022 | $10,000 | 0.0% | 302 | +0.7% | 0.01% | 0.0% |
Q2 2022 | $10,000 | -16.7% | 300 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $12,000 | +9.1% | 300 | 0.0% | 0.01% | +20.0% |
Q4 2021 | $11,000 | +10.0% | 300 | 0.0% | 0.01% | -16.7% |
Q3 2021 | $10,000 | -9.1% | 300 | 0.0% | 0.01% | -14.3% |
Q2 2021 | $11,000 | -8.3% | 300 | -14.3% | 0.01% | -22.2% |
Q1 2021 | $12,000 | – | 350 | – | 0.01% | – |
Download |
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% |