Destination Wealth Management - 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
Destination Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,007,071
+8.4%
39,556
+8.3%
0.08%
+13.0%
Q2 2023$1,850,874
+47.6%
36,528
+47.3%
0.07%
+43.8%
Q1 2023$1,254,227
+26.7%
24,792
+26.3%
0.05%
+23.1%
Q4 2022$989,59919,6310.04%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Clarity Financial LLC 1,035,563$52,053,0008.13%
Elmwood Wealth Management, Inc. 87,635$4,405,0002.10%
Laurel Wealth Advisors LLC 203,485$10,228,0002.10%
Ifrah Financial Services, Inc. 253,843$12,760,0001.77%
New Capital Management LP 63,677$3,201,0001.66%
Capital Wealth Alliance, LLC 23,066$1,159,0000.68%
LANDAAS & CO /WI /ADV 23,737$1,193,0000.63%
Matisse Capital 8,800$442,0000.30%
SHEPHERD KAPLAN KROCHUK, LLC 13,100$658,0000.24%
Bigelow Investment Advisors, LLC 7,200$362,0000.16%
View complete list of ISHARES TR shareholders