ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 56 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $219,045 | +7.5% | 4,317 | +7.4% | 0.06% | +11.8% |
Q2 2023 | $203,693 | +7.4% | 4,020 | +7.2% | 0.05% | +4.1% |
Q1 2023 | $189,713 | +12.1% | 3,750 | +11.7% | 0.05% | +6.5% |
Q4 2022 | $169,176 | +11.3% | 3,356 | +11.3% | 0.05% | -2.1% |
Q3 2022 | $152,000 | +18.8% | 3,015 | +18.8% | 0.05% | +23.7% |
Q2 2022 | $128,000 | +10.3% | 2,537 | +9.9% | 0.04% | +15.2% |
Q1 2022 | $116,000 | +27.5% | 2,309 | +27.4% | 0.03% | +17.9% |
Q4 2021 | $91,000 | +35.8% | 1,812 | +37.0% | 0.03% | +21.7% |
Q3 2021 | $67,000 | +6.3% | 1,323 | +5.6% | 0.02% | +4.5% |
Q2 2021 | $63,000 | +43.2% | 1,253 | +42.5% | 0.02% | +29.4% |
Q1 2021 | $44,000 | 0.0% | 879 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $44,000 | +18.9% | 879 | +18.9% | 0.02% | -5.6% |
Q3 2020 | $37,000 | 0.0% | 739 | 0.0% | 0.02% | -5.3% |
Q2 2020 | $37,000 | +68.2% | 739 | +66.4% | 0.02% | +35.7% |
Q1 2020 | $22,000 | – | 444 | – | 0.01% | – |
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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% |