Cape Investment Advisory, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 390 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cape Investment Advisory, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$17,016
-1.6%
404
+1.3%
0.01%0.0%
Q1 2024$17,301
-33.5%
399
-38.2%
0.01%
-38.5%
Q4 2023$26,014
+34.1%
646
+21.9%
0.01%
+18.2%
Q3 2023$19,393
+1.1%
530
+7.9%
0.01%0.0%
Q2 2023$19,188
+17.7%
491
+12.4%
0.01%
+10.0%
Q1 2023$16,3094370.01%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Urban Wealth Management, LLC 29,466$1,003,0003.38%
Advocacy Wealth Management Services, LLC 446,199$15,189,0002.44%
BG Investment Services, Inc. 61,440$2,091,0002.30%
Laurel Wealth Planning LLC 89,286$3,039,0002.14%
Brio Consultants, LLC 234,313$7,946,0001.80%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0001.80%
Financial Partners Group, Inc 185,855$6,327,0001.59%
Aspire Capital Advisors LLC 59,136$2,013,0001.53%
Buttonwood Financial Group, LLC 40,103$1,357,0001.33%
West Wealth Group, LLC 81,197$2,763,0001.28%
View complete list of ISHARES TR shareholders