ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 444 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $387,542 | -1.0% | 7,638 | -1.1% | 0.19% | +15.2% |
| Q2 2023 | $391,302 | +1.2% | 7,723 | +1.0% | 0.16% | -4.1% |
| Q1 2023 | $386,833 | -8.2% | 7,646 | -8.6% | 0.17% | -10.0% |
| Q4 2022 | $421,594 | -58.3% | 8,363 | -58.2% | 0.19% | -63.0% |
| Q3 2022 | $1,010,000 | -8.9% | 19,995 | -9.1% | 0.51% | -2.5% |
| Q2 2022 | $1,109,000 | +382.2% | 22,007 | +381.4% | 0.53% | +290.4% |
| Q2 2021 | $230,000 | -48.5% | 4,571 | -48.6% | 0.14% | -73.6% |
| Q1 2020 | $447,000 | – | 8,890 | – | 0.51% | – |
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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% |