Marcum Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 305 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.4%.

Quarter-by-quarter ownership
Marcum Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$300,826
-16.5%
3,055
-6.1%
0.04%
-14.3%
Q2 2023$360,335
-8.8%
3,253
-5.7%
0.04%
-14.3%
Q1 2023$395,278
+7.2%
3,451
+1.3%
0.05%0.0%
Q4 2022$368,569
-11.2%
3,407
-10.6%
0.05%
-22.2%
Q3 2022$415,0003,8110.06%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Forum Financial Management, LP 6,919,708$710,653,97812.86%
Members Advisory Group LLC 164,107$16,855,2719.20%
GGM Financials LLC 89,186$9,159,4258.43%
Richard Bernstein Advisors LLC 3,120,944$320,521,0057.10%
Quantitative Strategies, Inc. 117,066$12,022,6646.86%
FAS Wealth Partners, Inc. 686,934$70,548,1456.10%
Marks Wealth, LLC 134,411$13,804,0106.09%
AllGen Financial Advisors, Inc. 133,765$13,737,6665.21%
Smith Anglin Financial, LLC 466,897$47,950,3644.85%
Itau Unibanco Holding S.A. 1,125,150$115,552,9054.72%
View complete list of ISHARES TR shareholders