Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 248 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.6%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$935,000
-33.3%
18,449
-33.3%
0.04%
-31.8%
Q1 2024$1,402,000
-52.6%
27,661
-52.8%
0.07%
-58.8%
Q4 2023$2,956,000
-16.6%
58,565
-16.1%
0.16%
-27.9%
Q3 2023$3,543,000
+5.4%
69,829
+5.3%
0.22%
+18.7%
Q2 2023$3,361,000
+118663.3%
66,331
+18.1%
0.19%
+2.2%
Q4 2022$2,830
-99.8%
56,143
+113.0%
0.18%
+36.6%
Q3 2022$1,331,00026,3580.13%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 665,104$33,468,00011.06%
MV CAPITAL MANAGEMENT, INC. 749,007$37,690,0009.81%
LANDAAS & CO /WI /ADV 182,465$9,176,0007.74%
Lionsbridge Wealth Management LLC 74,733$3,761,0004.50%
Laurel Wealth Advisors LLC 157,599$7,930,0002.98%
Ifrah Financial Services, Inc. 97,915$4,927,0002.06%
Capital Wealth Alliance, LLC 27,852$1,401,0001.47%
Drexel Morgan & Co. 71,713$3,609,0001.40%
FinTrust Capital Advisors, LLC 53,505$2,692,0001.30%
BEAM WEALTH ADVISORS, INC. 19,021$957,0000.95%
View complete list of ISHARES TR shareholders