INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 134 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$57,000
+533.3%
519
+592.0%
0.01%
+400.0%
Q2 2022$9,000
-50.0%
75
-44.9%
0.00%
-33.3%
Q1 2022$18,000
+28.6%
136
+46.2%
0.00%
+50.0%
Q4 2021$14,0000.0%930.0%0.00%0.0%
Q3 2021$14,000
+27.3%
93
+24.0%
0.00%0.0%
Q2 2021$11,000
-31.2%
75
-35.3%
0.00%
-33.3%
Q1 2021$16,000
-11.1%
1160.0%0.00%
-25.0%
Q4 2020$18,000
-77.8%
116
-76.2%
0.00%
-78.9%
Q3 2020$81,000
+636.4%
488
+650.8%
0.02%
+850.0%
Q2 2020$11,000
-93.4%
65
-94.4%
0.00%
-94.3%
Q4 2019$166,0001,1550.04%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Pacific Wealth Management 34,209$5,077,0003.86%
Richard Bernstein Advisors LLC 618,243$91,748,0001.77%
Krilogy Financial LLC 115,276$17,107,0001.72%
West Wealth Group, LLC 22,857$3,392,0001.28%
Ballew Advisors, Inc 12,793$1,832,0001.28%
Avalon Advisory Group 15,639$2,321,0001.14%
Crown Wealth Group, LLC 7,496$1,112,0001.03%
Spectrum Planning & Advisory Services Inc. 7,173$1,064,0000.97%
FIFTH THIRD SECURITIES, INC. 59,891$8,888,0000.97%
GenWealth Group, Inc. 21,326$3,164,0000.86%
View complete list of ISHARES TR shareholders