Tortoise Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 132 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$236,381
-3.6%
6,8200.0%0.04%
-2.8%
Q2 2023$245,179
+9.7%
6,820
+0.9%
0.04%0.0%
Q1 2023$223,553
+38.6%
6,760
+28.5%
0.04%
+28.6%
Q4 2022$161,272
+83.3%
5,260
+66.7%
0.03%
+64.7%
Q3 2022$88,000
+41.9%
3,155
+51.0%
0.02%
+41.7%
Q2 2022$62,000
-17.3%
2,0900.0%0.01%
-14.3%
Q1 2022$75,000
-3.8%
2,090
+5.8%
0.01%
-6.7%
Q4 2021$78,000
+9.9%
1,9750.0%0.02%
+7.1%
Q3 2021$71,0001,9750.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders