Waverly Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 399 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Waverly Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$798,66815,7650.02%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 724,411$36,391,00010.26%
Cypress Capital, LLC 471,223$23,672,0009.95%
LANDAAS & CO /WI /ADV 275,713$13,850,0009.68%
MV CAPITAL MANAGEMENT, INC. 760,124$38,185,0008.25%
Elmwood Wealth Management, Inc. 170,711$8,576,0007.47%
Drexel Morgan & Co. 74,201$3,727,0002.80%
Laurel Wealth Advisors LLC 138,603$6,963,0002.19%
Ifrah Financial Services, Inc. 95,063$4,775,0001.68%
Prestige Wealth Management Group LLC 56,604$2,844,0001.56%
Capital Wealth Alliance, LLC 27,947$1,407,0001.17%
View complete list of ISHARES TR shareholders