PBMares Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 229 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
PBMares Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$496,237
+7.1%
9,780
+6.9%
0.18%
+7.8%
Q2 2023$463,377
+9.4%
9,145
+9.2%
0.17%
+5.1%
Q1 2023$423,691
-3.9%
8,375
-4.3%
0.16%
-11.7%
Q4 2022$441,088
+78.6%
8,750
+78.6%
0.18%
+65.7%
Q3 2022$247,0004,9000.11%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Clarity Financial LLC 1,035,563$52,053,0008.13%
Elmwood Wealth Management, Inc. 87,635$4,405,0002.10%
Laurel Wealth Advisors LLC 203,485$10,228,0002.10%
Ifrah Financial Services, Inc. 253,843$12,760,0001.77%
New Capital Management LP 63,677$3,201,0001.66%
Capital Wealth Alliance, LLC 23,066$1,159,0000.68%
LANDAAS & CO /WI /ADV 23,737$1,193,0000.63%
Matisse Capital 8,800$442,0000.30%
SHEPHERD KAPLAN KROCHUK, LLC 13,100$658,0000.24%
Bigelow Investment Advisors, LLC 7,200$362,0000.16%
View complete list of ISHARES TR shareholders