Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 59 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$100,0000.0%1,9880.0%0.04%
+19.4%
Q2 2022$100,0000.0%1,9880.0%0.04%0.0%
Q1 2022$100,0000.0%1,9880.0%0.04%
-12.2%
Q4 2021$100,0000.0%1,9880.0%0.04%
-22.6%
Q3 2021$100,000
-9.1%
1,988
-9.1%
0.05%
-39.8%
Q2 2021$110,0000.0%2,1870.0%0.09%
-12.0%
Q1 2021$110,0000.0%2,1870.0%0.10%
+40.8%
Q4 2020$110,0000.0%2,1870.0%0.07%
-17.4%
Q3 2020$110,0000.0%2,1870.0%0.09%
-5.5%
Q2 2020$110,0000.0%2,1870.0%0.09%
-47.1%
Q1 2020$110,0000.0%2,1870.0%0.17%
+29.3%
Q4 2019$110,000
-19.1%
2,187
-19.2%
0.13%
-28.9%
Q3 2019$136,000
-85.9%
2,706
-85.9%
0.19%
-88.0%
Q2 2019$964,00019,1651.56%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 1,065,412$54,059,00532.47%
MOULTON WEALTH MANAGEMENT, INC 383,250$19,390,51828.55%
Steward Financial Group LLC 1,681,786$85,33327.13%
Rinkey Investments 769,786$39,058,92317.90%
MAGNOLIA CAPITAL ADVISORS LLC 648,840$32,922,12015.78%
American Planning Services, Inc. 428,332$21,733,54714.44%
Oxbow Advisors, LLC 1,712,181$86,876,04013.68%
Grant/GrossMendelsohn, LLC 579,764$29,417,24912.73%
LANDAAS & CO /WI /ADV 521,053$26,438,00011.47%
Northwest Quadrant Wealth Management, LLC 730,457$37,063,36110.40%
View complete list of ISHARES TR shareholders