ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $39,058,923 | +2.0% | 769,786 | +1.9% | 17.90% | +2.2% |
| Q2 2023 | $38,283,118 | +28.5% | 755,538 | +28.3% | 17.51% | +12.1% |
| Q1 2023 | $29,802,545 | -4.3% | 589,100 | -4.6% | 15.62% | -16.2% |
| Q4 2022 | $31,126,922 | +126.9% | 617,475 | +127.1% | 18.63% | +79.8% |
| Q3 2022 | $13,717,000 | – | 271,907 | – | 10.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| LANDAAS & CO /WI /ADV | 459,015 | $23,093,000 | 16.46% |
| Arbor Investment Advisors, LLC | 719,166 | $36,181,000 | 11.32% |
| MV CAPITAL MANAGEMENT, INC. | 815,533 | $41,029,000 | 9.49% |
| Cypress Capital, LLC | 384,550 | $19,347,000 | 8.74% |
| Elmwood Wealth Management, Inc. | 171,985 | $8,653,000 | 7.65% |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 448,985 | $22,588,000 | 4.52% |
| Drexel Morgan & Co. | 75,100 | $3,778,000 | 2.91% |
| Ifrah Financial Services, Inc. | 94,428 | $4,751,000 | 1.76% |
| Laurel Wealth Advisors LLC | 94,771 | $4,769,000 | 1.68% |
| Selective Wealth Management, Inc. | 19,165 | $964,000 | 1.56% |