Wealthquest Corp - 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
Wealthquest Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$38,149,174
+2.3%
751,856
+2.1%
4.68%
+5.0%
Q2 2023$37,304,873
+0.5%
736,231
+0.4%
4.46%
-7.4%
Q1 2023$37,105,894
+2.5%
733,463
+2.2%
4.81%
+3.4%
Q4 2022$36,186,698
+18.8%
717,847
+19.0%
4.66%
+9.3%
Q3 2022$30,466,000
+3570.6%
603,291
+3550.3%
4.26%
+2900.0%
Q2 2021$830,000
-10.1%
16,527
-10.0%
0.14%
-17.4%
Q1 2021$923,000
-2.6%
18,365
-2.6%
0.17%
-15.3%
Q4 2020$948,000
-24.6%
18,863
-24.5%
0.20%
-34.7%
Q3 2020$1,257,000
-8.3%
24,996
-8.3%
0.31%
-10.9%
Q2 2020$1,371,000
-31.2%
27,267
-31.3%
0.35%
-38.9%
Q4 2019$1,993,000
+5.9%
39,692
+6.0%
0.57%
-9.2%
Q3 2019$1,882,000
-19.1%
37,451
-19.0%
0.63%
-28.4%
Q2 2019$2,327,000
-16.0%
46,259
-15.9%
0.88%
-16.0%
Q1 2019$2,769,000
+38.0%
54,992
+37.8%
1.05%
+27.3%
Q4 2018$2,006,00039,9070.82%
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