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 ↓ |
|---|---|---|---|
| LANDAAS & CO /WI /ADV | 459,015 | $23,093,000 | 16.46% |
| Arbor Investment Advisors, LLC | 719,166 | $36,181,000 | 11.32% |
| MV CAPITAL MANAGEMENT, INC. | 815,533 | $41,029,000 | 9.49% |
| Cypress Capital, LLC | 384,550 | $19,347,000 | 8.74% |
| Elmwood Wealth Management, Inc. | 171,985 | $8,653,000 | 7.65% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 448,985 | $22,588,000 | 4.52% |
| Drexel Morgan & Co. | 75,100 | $3,778,000 | 2.91% |
| Ifrah Financial Services, Inc. | 94,428 | $4,751,000 | 1.76% |
| Laurel Wealth Advisors LLC | 94,771 | $4,769,000 | 1.68% |
| Selective Wealth Management, Inc. | 19,165 | $964,000 | 1.56% |