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 | $17,197,362 | -9.2% | 470,002 | -3.0% | 0.02% | -6.2% |
| Q2 2023 | $18,931,095 | -2.0% | 484,419 | -6.4% | 0.02% | -5.9% |
| Q1 2023 | $19,307,617 | +14.4% | 517,353 | +11.2% | 0.02% | +6.2% |
| Q4 2022 | $16,877,196 | +138.1% | 465,449 | +111.7% | 0.02% | +128.6% |
| Q3 2022 | $7,089,000 | +5.1% | 219,879 | +11.0% | 0.01% | 0.0% |
| Q2 2022 | $6,742,000 | -12.1% | 198,029 | +0.5% | 0.01% | 0.0% |
| Q1 2022 | $7,674,000 | +133.8% | 197,033 | +129.6% | 0.01% | +133.3% |
| Q4 2021 | $3,282,000 | +4.2% | 85,816 | -7.2% | 0.00% | 0.0% |
| Q3 2021 | $3,150,000 | +772.6% | 92,432 | +802.9% | 0.00% | – |
| Q2 2021 | $361,000 | – | 10,237 | – | 0.00% | – |
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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% |