TFO Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 42 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TFO Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$259,000
-25.8%
8,558
-31.9%
0.10%
-32.0%
Q1 2020$349,000
-35.0%
12,567
-9.4%
0.15%
-69.6%
Q4 2019$537,00013,8680.49%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Lester Murray Antman dba SimplyRich 21,514$761,0000.27%
CPWM, LLC 75,126$2,659,0000.19%
Schoolcraft Capital LLC 15,249$539,7090.17%
CARDIFF PARK ADVISORS, LLC 22,793$807,0000.11%
SOA Wealth Advisors, LLC. 9,243$327,0000.08%
Equitable Holdings, Inc. 125,310$4,435,0000.07%
Freedom Investment Management, Inc. 17,289$612,0000.06%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 24,095$853,0000.04%
Sterling Investment Advisors, Ltd. 2,409$85,0000.02%
Rathbones Group PLC 60,183$2,130,0000.02%
View complete list of ISHARES TR shareholders