ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,175,763 | +7.9% | 42,881 | +7.8% | 0.73% | +11.0% |
| Q2 2023 | $2,016,035 | -8.8% | 39,788 | -8.9% | 0.66% | -9.3% |
| Q1 2023 | $2,210,125 | -34.0% | 43,687 | -34.2% | 0.72% | -39.5% |
| Q4 2022 | $3,348,283 | +175.1% | 66,421 | +175.7% | 1.20% | +171.0% |
| Q3 2022 | $1,217,000 | -2.3% | 24,091 | -2.5% | 0.44% | +3.8% |
| Q2 2022 | $1,246,000 | – | 24,713 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACUTE INVESTMENT ADVISORY, LLC | 1,065,412 | $54,059,005 | 32.47% |
| MOULTON WEALTH MANAGEMENT, INC | 383,250 | $19,390,518 | 28.55% |
| Steward Financial Group LLC | 1,681,786 | $85,333 | 27.13% |
| Rinkey Investments | 769,786 | $39,058,923 | 17.90% |
| MAGNOLIA CAPITAL ADVISORS LLC | 648,840 | $32,922,120 | 15.78% |
| American Planning Services, Inc. | 428,332 | $21,733,547 | 14.44% |
| Oxbow Advisors, LLC | 1,712,181 | $86,876,040 | 13.68% |
| Grant/GrossMendelsohn, LLC | 579,764 | $29,417,249 | 12.73% |
| LANDAAS & CO /WI /ADV | 521,053 | $26,438,000 | 11.47% |
| Northwest Quadrant Wealth Management, LLC | 730,457 | $37,063,361 | 10.40% |