ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 269 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $60,242,296 | +1.9% | 1,187,274 | +1.8% | 1.81% | +4.0% |
| Q2 2023 | $59,123,083 | +4.8% | 1,166,826 | +4.6% | 1.74% | -0.6% |
| Q1 2023 | $56,408,823 | +8.2% | 1,115,019 | +7.9% | 1.75% | +2.9% |
| Q4 2022 | $52,116,529 | -4.7% | 1,033,853 | -4.5% | 1.70% | -7.0% |
| Q3 2022 | $54,681,000 | – | 1,082,779 | – | 1.83% | – |
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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% |