ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 444 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $621,514 | +0.3% | 12,249 | +0.2% | 0.36% | +5.3% |
Q2 2023 | $619,643 | -0.2% | 12,229 | -0.4% | 0.34% | -5.3% |
Q1 2023 | $621,195 | -0.1% | 12,279 | -0.5% | 0.36% | -0.8% |
Q4 2022 | $622,009 | +2.3% | 12,339 | +2.4% | 0.36% | -0.6% |
Q3 2022 | $608,000 | +0.2% | 12,045 | 0.0% | 0.36% | +8.7% |
Q2 2022 | $607,000 | +31.7% | 12,045 | +31.6% | 0.33% | +55.3% |
Q1 2022 | $461,000 | +27.3% | 9,155 | +27.2% | 0.22% | +30.3% |
Q4 2021 | $362,000 | +14.6% | 7,200 | +14.6% | 0.16% | +5.8% |
Q3 2021 | $316,000 | – | 6,285 | – | 0.16% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ACUTE INVESTMENT ADVISORY, LLC | 1,065,412 | $54,059,005 | 32.47% |
MOULTON WEALTH MANAGEMENT, INC | 383,250 | $19,390,518 | 28.55% |
Steward Financial Group LLC | 1,681,786 | $85,333 | 27.13% |
Rinkey Investments | 769,786 | $39,058,923 | 17.90% |
MAGNOLIA CAPITAL ADVISORS LLC | 648,840 | $32,922,120 | 15.78% |
American Planning Services, Inc. | 428,332 | $21,733,547 | 14.44% |
Oxbow Advisors, LLC | 1,712,181 | $86,876,040 | 13.68% |
Grant/GrossMendelsohn, LLC | 579,764 | $29,417,249 | 12.73% |
LANDAAS & CO /WI /ADV | 521,053 | $26,438,000 | 11.47% |
Northwest Quadrant Wealth Management, LLC | 730,457 | $37,063,361 | 10.40% |