ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 323 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $321,145 | +5.5% | 7,625 | +8.6% | 0.10% | -11.0% |
| Q1 2024 | $304,460 | +2.8% | 7,021 | -4.5% | 0.11% | -8.4% |
| Q4 2023 | $296,184 | +29.6% | 7,355 | +17.7% | 0.12% | +190.2% |
| Q3 2023 | $228,572 | +11.1% | 6,247 | +18.6% | 0.04% | +10.8% |
| Q2 2023 | $205,791 | -2.8% | 5,266 | -7.2% | 0.04% | +12.1% |
| Q1 2023 | $211,656 | – | 5,672 | – | 0.03% | – |
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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% |