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 | $17,936,265 | +6.3% | 490,648 | +13.6% | 0.01% | +20.0% |
| Q2 2023 | $16,879,539 | +26.5% | 431,986 | +20.9% | 0.01% | +25.0% |
| Q1 2023 | $13,341,715 | -45.7% | 357,314 | -46.8% | 0.00% | -50.0% |
| Q4 2022 | $24,588,000 | -1.4% | 671,237 | -13.1% | 0.01% | -11.1% |
| Q3 2022 | $24,926,000 | -4.9% | 772,717 | +0.3% | 0.01% | 0.0% |
| Q2 2022 | $26,219,000 | +960.2% | 770,127 | +1112.8% | 0.01% | +800.0% |
| Q1 2022 | $2,473,000 | -32.7% | 63,501 | -34.0% | 0.00% | 0.0% |
| Q4 2021 | $3,677,000 | +34.3% | 96,143 | +19.7% | 0.00% | 0.0% |
| Q3 2021 | $2,737,000 | +1.6% | 80,313 | +5.2% | 0.00% | 0.0% |
| Q2 2021 | $2,695,000 | +110.7% | 76,359 | +105.2% | 0.00% | – |
| Q1 2021 | $1,279,000 | – | 37,217 | – | 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% |