ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,166,324 | -0.5% | 59,205 | +6.3% | 0.00% | 0.0% |
| Q2 2023 | $2,177,003 | +7.7% | 55,706 | +2.8% | 0.00% | +33.3% |
| Q1 2023 | $2,022,217 | +0.3% | 54,186 | -2.5% | 0.00% | -25.0% |
| Q4 2022 | $2,015,773 | +10.4% | 55,592 | -1.9% | 0.00% | 0.0% |
| Q3 2022 | $1,826,000 | -19.7% | 56,658 | -15.2% | 0.00% | 0.0% |
| Q2 2022 | $2,274,000 | -49.5% | 66,815 | -42.2% | 0.00% | -42.9% |
| Q1 2022 | $4,506,000 | +6.5% | 115,690 | +4.6% | 0.01% | +16.7% |
| Q4 2021 | $4,230,000 | +26.4% | 110,573 | +12.6% | 0.01% | +20.0% |
| Q3 2021 | $3,346,000 | +3.0% | 98,167 | +6.7% | 0.01% | 0.0% |
| Q2 2021 | $3,247,000 | +29.7% | 91,987 | +27.3% | 0.01% | +25.0% |
| Q1 2021 | $2,503,000 | +302.4% | 72,256 | +248.7% | 0.00% | +300.0% |
| Q4 2020 | $622,000 | +80.8% | 20,720 | +42.9% | 0.00% | 0.0% |
| Q2 2020 | $344,000 | – | 14,504 | – | 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% |