ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 41 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $72,090 | -9.8% | 1,858 | -9.1% | 0.00% | – |
| Q2 2023 | $79,922 | +21.0% | 2,043 | +13.5% | 0.00% | – |
| Q4 2022 | $66,024 | -81.9% | 1,800 | -82.2% | 0.00% | – |
| Q3 2022 | $364,000 | +435.3% | 10,085 | +422.5% | 0.00% | – |
| Q2 2022 | $68,000 | -10.5% | 1,930 | 0.0% | 0.00% | – |
| Q1 2022 | $76,000 | +2.7% | 1,930 | 0.0% | 0.00% | – |
| Q4 2021 | $74,000 | +12.1% | 1,930 | +0.5% | 0.00% | – |
| Q3 2021 | $66,000 | -12.0% | 1,920 | -8.4% | 0.00% | – |
| Q2 2021 | $75,000 | +97.4% | 2,096 | +91.2% | 0.00% | – |
| Q1 2021 | $38,000 | +52.0% | 1,096 | +37.0% | 0.00% | – |
| Q4 2020 | $25,000 | +25.0% | 800 | 0.0% | 0.00% | – |
| Q3 2020 | $20,000 | +1900.0% | 800 | +2566.7% | 0.00% | – |
| Q2 2019 | $1,000 | 0.0% | 30 | 0.0% | 0.00% | – |
| Q1 2019 | $1,000 | – | 30 | – | 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% |