INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 301 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

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 Q3 2022
NameSharesValueWeighting ↓
GenWealth Group, Inc. 94,263$12,098,0005.57%
JUNCTURE WEALTH STRATEGIES, LLC 56,175$7,222,0003.78%
Ifrah Financial Services, Inc. 50,779$6,529,0002.31%
Compagnie Lombard Odier SCmA 348,235$44,773,0001.57%
RiverFront Investment Group, LLC 417,665$53,699,0001.27%
Financial Gravity Asset Management, Inc. 4,703$601,0000.63%
Sage Capital Advisors,llc 6,836$879,0000.55%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32,130$4,131,0000.51%
Transamerica Financial Advisors, Inc. 14,337$1,844,0000.39%
BENJAMIN F. EDWARDS & COMPANY, INC. 32,216$4,142,0000.39%
View complete list of ISHARES TR shareholders