Financial Perspectives, Inc - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 373 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Perspectives, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$574,260
-2.9%
13,634
+0.0%
0.21%
-5.4%
Q1 2024$591,114
+7.7%
13,633
+0.0%
0.22%
+0.4%
Q4 2023$548,945
+10.1%
13,632
+0.0%
0.22%
-2.2%
Q3 2023$498,654
-6.4%
13,6280.0%0.23%
-2.6%
Q2 2023$532,588
+4.7%
13,628
+0.0%
0.23%
-3.7%
Q1 2023$508,557
+2.9%
13,627
+0.0%
0.24%
-4.0%
Q4 2022$494,061
+12.5%
13,626
+0.0%
0.25%
+2.8%
Q3 2022$439,229
-3.3%
13,624
+2.1%
0.25%
-3.9%
Q2 2022$454,019
-12.6%
13,3380.0%0.26%
+5.3%
Q1 2022$519,508
+104.2%
13,338
+100.5%
0.24%
+102.5%
Q4 2021$254,3946,6510.12%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Advocacy Wealth Management Services, LLC 474,583$16,145,0002.36%
BG Investment Services, Inc. 58,556$1,888,0002.30%
Laurel Wealth Planning LLC 89,738$2,893,0002.13%
PATTON ALBERTSON MILLER GROUP, LLC 285,607$9,208,0001.98%
Brio Consultants, LLC 224,688$7,630,0001.61%
Financial Partners Group, Inc 185,165$5,970,0001.57%
Aspire Capital Advisors LLC 59,044$1,904,0001.51%
Buttonwood Financial Group, LLC 43,521$1,393,0001.45%
EQ LLC 40,459$1,304,0001.13%
Northwest Capital Management Inc 59,377$1,914,0001.11%
View complete list of ISHARES TR shareholders