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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,435,894 | -54.7% | 87,424 | -54.9% | 0.00% | -50.0% |
| Q1 2023 | $9,798,575 | +740.4% | 193,686 | +738.9% | 0.00% | – |
| Q3 2022 | $1,166,000 | -36.1% | 23,087 | -36.4% | 0.00% | – |
| Q3 2021 | $1,824,000 | -54.8% | 36,277 | -54.8% | 0.00% | -100.0% |
| Q2 2021 | $4,032,000 | -7.6% | 80,199 | -7.5% | 0.00% | 0.0% |
| Q1 2021 | $4,362,000 | +639.3% | 86,736 | +638.1% | 0.00% | – |
| Q4 2020 | $590,000 | -43.1% | 11,752 | -43.0% | 0.00% | – |
| Q3 2020 | $1,037,000 | -4.1% | 20,617 | -4.1% | 0.00% | – |
| Q2 2020 | $1,081,000 | +127.1% | 21,494 | +126.9% | 0.00% | – |
| Q4 2019 | $476,000 | -89.7% | 9,474 | -89.7% | 0.00% | -100.0% |
| Q3 2019 | $4,635,000 | -31.6% | 92,200 | -31.5% | 0.00% | +100.0% |
| Q2 2019 | $6,774,000 | +1166.2% | 134,667 | +1167.2% | 0.00% | – |
| Q3 2018 | $535,000 | -86.0% | 10,627 | -86.0% | 0.00% | -100.0% |
| Q1 2018 | $3,815,000 | +43.4% | 75,876 | +43.2% | 0.00% | 0.0% |
| Q4 2017 | $2,661,000 | -10.2% | 52,990 | -10.3% | 0.00% | 0.0% |
| Q3 2017 | $2,964,000 | -0.1% | 59,061 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,967,000 | +582.1% | 59,061 | +580.5% | 0.00% | – |
| Q2 2015 | $435,000 | -15.7% | 8,679 | -15.6% | 0.00% | – |
| Q1 2015 | $516,000 | -8.7% | 10,279 | -8.9% | 0.00% | – |
| Q4 2014 | $565,000 | +181.1% | 11,279 | +180.5% | 0.00% | – |
| Q2 2014 | $201,000 | – | 4,021 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACUTE INVESTMENT ADVISORY, LLC | 1,065,412 | $54,059,005 | 32.47% |
| MOULTON WEALTH MANAGEMENT, INC | 383,250 | $19,390,518 | 28.55% |
| Steward Financial Group LLC | 1,681,786 | $85,333 | 27.13% |
| Rinkey Investments | 769,786 | $39,058,923 | 17.90% |
| MAGNOLIA CAPITAL ADVISORS LLC | 648,840 | $32,922,120 | 15.78% |
| American Planning Services, Inc. | 428,332 | $21,733,547 | 14.44% |
| Oxbow Advisors, LLC | 1,712,181 | $86,876,040 | 13.68% |
| Grant/GrossMendelsohn, LLC | 579,764 | $29,417,249 | 12.73% |
| LANDAAS & CO /WI /ADV | 521,053 | $26,438,000 | 11.47% |
| Northwest Quadrant Wealth Management, LLC | 730,457 | $37,063,361 | 10.40% |