ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 320 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,671,895 | +46.1% | 48,073 | +2.7% | 0.28% | +50.5% |
| Q2 2023 | $1,828,668 | -60.3% | 46,794 | -63.9% | 0.19% | -27.6% |
| Q1 2023 | $4,605,815 | +123.9% | 129,578 | +128.4% | 0.26% | +179.3% |
| Q4 2022 | $2,057,101 | +30.1% | 56,731 | +15.7% | 0.09% | -1.1% |
| Q3 2022 | $1,581,000 | -9.7% | 49,037 | -3.0% | 0.09% | -40.0% |
| Q2 2022 | $1,750,000 | -18.8% | 50,576 | -8.6% | 0.16% | +28.1% |
| Q1 2022 | $2,155,000 | +14.1% | 55,317 | +12.0% | 0.12% | -24.4% |
| Q4 2021 | $1,889,000 | – | 49,381 | – | 0.16% | – |
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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% |