TFO Wealth Partners, 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
TFO Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,1050.0%190.0%0.00%
Q2 2023$2,105
-3.3%
190.0%0.00%
Q1 2023$2,176
-98.6%
19
-98.7%
0.00%
-100.0%
Q4 2022$150,472
+7423.6%
1,426
+7405.3%
0.04%
Q3 2022$2,0000.0%190.0%0.00%
Q2 2022$2,000190.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Richard Bernstein Advisors LLC 7,311,991$809,949,22917.11%
Forum Financial Management, LP 5,991,666$663,696,79414.87%
Members Advisory Group LLC 148,480$16,447,10110.26%
AVALON CAPITAL MANAGEMENT 163,662$18,128,8408.49%
Quantitative Strategies, Inc. 97,336$10,781,9497.24%
Annex Advisory Services, LLC 830,191$91,960,2885.10%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 171,518$18,999,0824.82%
BEAM WEALTH ADVISORS, INC. 62,384$6,910,3034.80%
LFA - Lugano Financial Advisors SA 45,809$5,074,2633.38%
Benedetti & Gucer, Inc. 58,542$6,4893.34%
View complete list of ISHARES TR shareholders