ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 327 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $334,639 | -2.4% | 7,944 | +0.5% | 0.00% | 0.0% |
| Q1 2024 | $342,841 | +7.4% | 7,906 | -0.3% | 0.00% | -20.0% |
| Q4 2023 | $319,299 | +11.6% | 7,928 | +1.4% | 0.01% | 0.0% |
| Q3 2023 | $286,119 | -5.1% | 7,820 | +1.3% | 0.01% | 0.0% |
| Q2 2023 | $301,643 | +5.2% | 7,719 | +0.4% | 0.01% | 0.0% |
| Q1 2023 | $286,847 | +3.4% | 7,686 | +0.5% | 0.01% | 0.0% |
| Q4 2022 | $277,376 | +14.1% | 7,650 | +1.3% | 0.01% | 0.0% |
| Q3 2022 | $243,000 | -5.4% | 7,550 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $257,000 | -12.6% | 7,550 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $294,000 | +2.4% | 7,550 | +0.7% | 0.01% | -16.7% |
| Q4 2021 | $287,000 | – | 7,500 | – | 0.01% | – |
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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% |