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 | $154,918 | +40.4% | 3,678 | +47.1% | 0.00% | -40.0% |
| Q1 2024 | $110,350 | +9.6% | 2,500 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $100,675 | +2576.8% | 2,500 | +2504.2% | 0.01% | – |
| Q2 2023 | $3,761 | +13.5% | 96 | +7.9% | 0.00% | – |
| Q1 2023 | $3,315 | +3.4% | 89 | +1.1% | 0.00% | – |
| Q4 2022 | $3,205 | +6.8% | 88 | +1.1% | 0.00% | – |
| Q3 2022 | $3,000 | 0.0% | 87 | 0.0% | 0.00% | – |
| Q2 2022 | $3,000 | – | 87 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Laurel Wealth Planning LLC | 207,332 | $8,733 | 6.08% |
| WEALTH MANAGEMENT RESOURCES, INC. | 174,755 | $7,360,682 | 3.16% |
| Wharton Business Group, LLC | 1,091,920 | $45,992 | 2.38% |
| Shira Ridge Wealth Management | 64,388 | $2,712,023 | 1.51% |
| Buttonwood Financial Group, LLC | 55,473 | $2,304,919 | 1.32% |
| ADAPT WEALTH ADVISORS, LLC | 47,728 | $2,010,308 | 1.26% |
| Consilium Wealth Advisory, LLC | 54,003 | $2,274,622 | 1.24% |
| Brio Consultants, LLC | 170,685 | $7,189,261 | 1.18% |
| Silver Coast Investments LLC | 68,113 | $2,868,920 | 1.17% |
| EQ LLC | 43,605 | $1,836,635 | 1.10% |