BOSTON FAMILY OFFICE LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 444 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.

Quarter-by-quarter ownership
BOSTON FAMILY OFFICE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,771
-5.1%
54,607
-5.2%
0.23%
+1.3%
Q2 2023$2,920
+2.8%
57,611
+2.6%
0.22%
-1.8%
Q1 2023$2,840
+24.9%
56,138
+24.5%
0.23%
+20.6%
Q4 2022$2,273
-99.9%
45,086
-6.9%
0.19%
-12.9%
Q3 2022$2,446,00048,4400.22%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
SPC Financial, Inc. 3,464,018$174,933,00021.78%
MV CAPITAL MANAGEMENT, INC. 1,898,149$95,857,00016.52%
Titan Capital Management, LLC /TX 287,087$14,498,00014.96%
Beacon Capital Management, LLC 854,576$43,071,00014.34%
Coury Firm Asset Management LLC 145,669$7,356,00011.10%
Element Wealth, LLC 231,551$11,693,00010.78%
American Planning Services, Inc. 169$8,539,00010.60%
Rinkey Investments 271,907$13,717,00010.36%
MAGNOLIA CAPITAL ADVISORS LLC 214,514$10,833,0009.16%
Clarity Financial LLC 764,744$38,620,0009.04%
View complete list of ISHARES TR shareholders