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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $240,835 | -98.3% | 4,753 | -98.3% | 0.26% | -98.2% |
Q1 2023 | $13,915,488 | +1.3% | 275,064 | +0.9% | 14.93% | +0.3% |
Q4 2022 | $13,742,472 | -5.2% | 272,614 | -5.0% | 14.88% | -0.5% |
Q3 2022 | $14,498,000 | -3.3% | 287,087 | -3.5% | 14.96% | +0.1% |
Q2 2022 | $14,990,000 | – | 297,419 | – | 14.93% | – |
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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% |