ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $20,916,499 | -0.4% | 412,229 | -0.5% | 0.02% | +4.3% |
| Q2 2023 | $20,994,152 | +3.8% | 414,331 | +3.7% | 0.02% | 0.0% |
| Q1 2023 | $20,220,671 | +9.3% | 399,697 | +8.9% | 0.02% | +9.5% |
| Q4 2022 | $18,500,420 | -2.1% | 366,999 | -1.9% | 0.02% | -4.5% |
| Q3 2022 | $18,893,000 | – | 374,122 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LANDAAS & CO /WI /ADV | 459,015 | $23,093,000 | 16.46% |
| Arbor Investment Advisors, LLC | 719,166 | $36,181,000 | 11.32% |
| MV CAPITAL MANAGEMENT, INC. | 815,533 | $41,029,000 | 9.49% |
| Cypress Capital, LLC | 384,550 | $19,347,000 | 8.74% |
| Elmwood Wealth Management, Inc. | 171,985 | $8,653,000 | 7.65% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 448,985 | $22,588,000 | 4.52% |
| Drexel Morgan & Co. | 75,100 | $3,778,000 | 2.91% |
| Ifrah Financial Services, Inc. | 94,428 | $4,751,000 | 1.76% |
| Laurel Wealth Advisors LLC | 94,771 | $4,769,000 | 1.68% |
| Selective Wealth Management, Inc. | 19,165 | $964,000 | 1.56% |