Truepoint, Inc. - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 248 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Truepoint, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$393,817
-0.5%
7,8030.0%0.01%
-7.7%
Q3 2023$395,924
+0.1%
7,8030.0%0.01%0.0%
Q2 2023$395,378
+0.2%
7,8030.0%0.01%
-7.1%
Q1 2023$394,754
+0.4%
7,8030.0%0.01%0.0%
Q4 2022$393,349
-0.2%
7,8030.0%0.01%
-30.0%
Q3 2022$394,000
+0.3%
7,8030.0%0.02%0.0%
Q2 2022$393,0000.0%7,8030.0%0.02%
+5.3%
Q1 2022$393,000
+0.3%
7,8030.0%0.02%
+5.6%
Q4 2021$392,0000.0%7,8030.0%0.02%
-10.0%
Q3 2021$392,0000.0%7,8030.0%0.02%
-9.1%
Q2 2021$392,0000.0%7,8030.0%0.02%
-8.3%
Q1 2021$392,000
+61.3%
7,803
+61.8%
0.02%
+20.0%
Q2 2019$243,0004,8240.02%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 665,104$33,468,00011.06%
MV CAPITAL MANAGEMENT, INC. 749,007$37,690,0009.81%
LANDAAS & CO /WI /ADV 182,465$9,176,0007.74%
Lionsbridge Wealth Management LLC 74,733$3,761,0004.50%
Laurel Wealth Advisors LLC 157,599$7,930,0002.98%
Ifrah Financial Services, Inc. 97,915$4,927,0002.06%
Capital Wealth Alliance, LLC 27,852$1,401,0001.47%
Drexel Morgan & Co. 71,713$3,609,0001.40%
FinTrust Capital Advisors, LLC 53,505$2,692,0001.30%
BEAM WEALTH ADVISORS, INC. 19,021$957,0000.95%
View complete list of ISHARES TR shareholders