IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is EFNL and the CUSIP is 46429B515. A total of 14 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$0
-100.0%
0
-100.0%
0.00%
Q1 2017$1,0000.0%300.0%0.00%
Q4 2016$1,000
-90.9%
30
-91.2%
0.00%
-100.0%
Q2 2016$11,0000.0%3420.0%0.00%0.0%
Q4 2015$11,0003420.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Marotta Asset Management 233,357$7,601,1311.76%
OLD MISSION CAPITAL LLC 30,854$1,005,0070.02%
AMG National Trust Bank 12,101$394,1670.01%
MTM Investment Management, LLC 34$1,1070.00%
BANK OF AMERICA CORP /DE/ 150$4,8860.00%
WELLS FARGO & COMPANY/MN 0$110.00%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0$00.00%
RHUMBLINE ADVISERS 729$23,7450.00%
UBS Group AG 713$23,2250.00%
MORGAN STANLEY 3,270$106,5140.00%
View complete list of ISHARES TR shareholders