BSW Wealth Partners - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 56 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
BSW Wealth Partners ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$261,891
-3.9%
5,161
-4.1%
0.06%
+1.8%
Q2 2023$272,536
+0.6%
5,379
+0.5%
0.06%
+3.6%
Q1 2023$270,866
+100593.7%
5,354
+0.3%
0.06%
-5.2%
Q4 2022$269
-99.9%
5,340
+0.4%
0.06%
-12.1%
Q3 2022$268,0000.0%5,317
+0.2%
0.07%
+3.1%
Q2 2022$268,000
+0.4%
5,308
+0.0%
0.06%
-4.5%
Q1 2022$267,000
-5.3%
5,306
-5.3%
0.07%
-5.6%
Q4 2021$282,0000.0%5,6010.0%0.07%
-10.1%
Q3 2021$282,000
-66.0%
5,601
-66.1%
0.08%
-65.4%
Q2 2021$830,000
-0.4%
16,501
-0.4%
0.23%
-5.4%
Q1 2021$833,000
+316.5%
16,561
+315.8%
0.24%
+295.1%
Q4 2020$200,0003,9830.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 1,065,412$54,059,00532.47%
MOULTON WEALTH MANAGEMENT, INC 383,250$19,390,51828.55%
Steward Financial Group LLC 1,681,786$85,33327.13%
Rinkey Investments 769,786$39,058,92317.90%
MAGNOLIA CAPITAL ADVISORS LLC 648,840$32,922,12015.78%
American Planning Services, Inc. 428,332$21,733,54714.44%
Oxbow Advisors, LLC 1,712,181$86,876,04013.68%
Grant/GrossMendelsohn, LLC 579,764$29,417,24912.73%
LANDAAS & CO /WI /ADV 521,053$26,438,00011.47%
Northwest Quadrant Wealth Management, LLC 730,457$37,063,36110.40%
View complete list of ISHARES TR shareholders