Raleigh Capital Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Raleigh Capital Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$152,317
-30.2%
4,162
-25.4%
0.08%
-28.4%
Q2 2023$218,107
-1.8%
5,581
-6.2%
0.11%
-0.9%
Q1 2023$222,068
-1.1%
5,950
-3.9%
0.11%
-6.0%
Q4 2022$224,427
+3.4%
6,189
-8.0%
0.12%
-7.9%
Q3 2022$217,000
-27.4%
6,729
-23.3%
0.13%
-25.3%
Q2 2022$299,0008,7720.17%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Laurel Wealth Planning LLC 205,418$7,5165.85%
Shira Ridge Wealth Management 113,587$4,156,1482.73%
Advocacy Wealth Management Services, LLC 643,566$23,548,0802.62%
Wharton Business Group, LLC 1,068,950$39,1132.17%
PATTON ALBERTSON MILLER GROUP, LLC 258,560$9,460,7131.86%
Trinity Wealth Management, LLC 67,943$2,486,0341.54%
Buttonwood Financial Group, LLC 49,603$1,725,1971.26%
Financial Partners Group, Inc 170,384$6,070,7891.25%
Brio Consultants, LLC 166,239$6,082,6751.14%
Spectrum Planning & Advisory Services Inc. 17,742$649,1941.02%
View complete list of ISHARES TR shareholders