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 | $506,195 | -3.8% | 9,976 | -3.9% | 0.26% | +2.0% |
| Q2 2023 | $526,124 | -88.8% | 10,383 | -88.8% | 0.25% | -87.8% |
| Q1 2023 | $4,705,679 | +731.6% | 93,016 | +728.7% | 2.08% | +729.1% |
| Q4 2022 | $565,852 | +7.8% | 11,225 | +7.3% | 0.25% | -15.2% |
| Q4 2019 | $525,000 | -20.8% | 10,458 | -20.7% | 0.30% | -23.5% |
| Q3 2019 | $663,000 | -70.0% | 13,180 | -70.0% | 0.39% | -70.9% |
| Q2 2019 | $2,213,000 | +16.8% | 43,981 | +16.9% | 1.33% | +14.2% |
| Q1 2019 | $1,894,000 | +242.5% | 37,610 | +241.9% | 1.16% | +132.3% |
| Q4 2018 | $553,000 | – | 11,000 | – | 0.50% | – |
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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% |