ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 142 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.11 and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $317,821 | +4.9% | 8,686 | +12.0% | 0.22% | +8.5% |
| Q2 2023 | $303,104 | +10.9% | 7,756 | +5.9% | 0.20% | +9.9% |
| Q1 2023 | $273,369 | +15.6% | 7,325 | +12.3% | 0.18% | +45.6% |
| Q4 2022 | $236,415 | +10.0% | 6,520 | -2.3% | 0.12% | -13.2% |
| Q3 2022 | $215,000 | -7.3% | 6,673 | -2.2% | 0.14% | -3.4% |
| Q2 2022 | $232,000 | +5.5% | 6,822 | +20.6% | 0.15% | +8.8% |
| Q1 2022 | $220,000 | +5.3% | 5,655 | +3.5% | 0.14% | -18.0% |
| Q4 2021 | $209,000 | – | 5,465 | – | 0.17% | – |
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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% |