RAYMOND JAMES TRUST N.A. - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 334 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.30 and the average weighting 0.4%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$309,491
+76317.5%
3,143
-13.9%
0.01%
-25.0%
Q2 2023$405
+18.8%
3,652
+22.6%
0.01%
+9.1%
Q1 2023$341
-5.5%
2,978
-10.8%
0.01%
-8.3%
Q4 2022$361
-99.9%
3,337
+3.9%
0.01%
-7.7%
Q3 2022$350,000
+53.5%
3,213
+69.1%
0.01%
+62.5%
Q2 2022$228,000
-28.1%
1,900
+0.4%
0.01%
-57.9%
Q1 2020$317,000
+16.5%
1,8930.0%0.02%
+46.2%
Q4 2019$272,000
-7.8%
1,893
-4.0%
0.01%
-13.3%
Q3 2019$295,000
-2.6%
1,972
-7.0%
0.02%
-11.8%
Q2 2019$303,000
-10.9%
2,120
-14.1%
0.02%
-15.0%
Q1 2019$340,000
-12.6%
2,469
-15.2%
0.02%
-20.0%
Q4 2018$389,000
+46.8%
2,911
+41.5%
0.02%
+66.7%
Q3 2018$265,000
-2.2%
2,057
-0.3%
0.02%
-11.8%
Q2 2018$271,000
+34.2%
2,063
+38.5%
0.02%
+21.4%
Q4 2017$202,000
-57.7%
1,489
-54.3%
0.01%
-66.7%
Q2 2016$477,0003,2550.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
GenWealth Group, Inc. 94,263$12,098,0005.57%
JUNCTURE WEALTH STRATEGIES, LLC 56,175$7,222,0003.78%
Ifrah Financial Services, Inc. 50,779$6,529,0002.31%
Compagnie Lombard Odier SCmA 348,235$44,773,0001.57%
RiverFront Investment Group, LLC 417,665$53,699,0001.27%
Financial Gravity Asset Management, Inc. 4,703$601,0000.63%
Sage Capital Advisors,llc 6,836$879,0000.55%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32,130$4,131,0000.51%
Transamerica Financial Advisors, Inc. 14,337$1,844,0000.39%
BENJAMIN F. EDWARDS & COMPANY, INC. 32,216$4,142,0000.39%
View complete list of ISHARES TR shareholders