Successful Portfolios LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 384 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 1.55 and the average weighting 0.5%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$654,023
+50.4%
5,710
+42.0%
0.41%
+44.7%
Q4 2022$435,000
+28.7%
4,022
+29.6%
0.28%
+15.9%
Q3 2022$338,000
-7.9%
3,104
+1.5%
0.24%
-0.8%
Q2 2022$367,000
-3.4%
3,057
+8.3%
0.25%
+14.4%
Q1 2022$380,0002,8230.22%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
NewEdge Advisors, LLC 142,149$20,484,0003.24%
Ifrah Financial Services, Inc. 45,680$6,615,0002.63%
WBI INVESTMENTS, LLC 350,574$50,770,0001.94%
SFMG, LLC 60,944$8,826,0001.94%
LifePlan Financial Group, Inc 16,909$2,449,0001.68%
Cardan Capital Partners, LLC 32,789$4,749,0001.06%
Knowledge Leaders Capital, LLC 20,031$2,901,0000.97%
CUTLER INVESTMENT COUNSEL LLC 17,290$2,504,0000.68%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 35,129$5,087,0000.62%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,642$672,0000.34%
View complete list of ISHARES TR shareholders