PBMares Wealth Management LLC - ISHARES TR ownership

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
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 Q3 2023
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