Source Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is ILF and the CUSIP is 464287390. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.24 and the average weighting 0.3%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$327,327
-3.7%
14,300
-0.2%
0.12%
-8.9%
Q3 2022$340,000
+2.1%
14,331
-3.1%
0.14%
+3.1%
Q2 2022$333,000
-27.8%
14,794
-2.5%
0.13%
-3.7%
Q1 2022$461,00015,1810.14%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Monument Capital Management 94,259$3,220,0002.27%
CUMBERLAND ADVISORS INC 113,960$3,894,0002.15%
PROVIDA PENSION FUND ADMINISTRATOR 1,614,608$55,171,0002.04%
Weatherstone Capital Management 76,038$2,598,0001.73%
Water Oak Advisors LLC 59,910$2,047,0001.52%
GREENWOOD CAPITAL ASSOCIATES LLC 154,535$5,279,0001.23%
UBP Investment Advisors SA 28,400$970,0001.15%
Migdal Insurance & Financial Holdings Ltd. 1,304,565$44,617,0001.11%
New Vernon Capital Holdings II LLC 19,948$682,0000.95%
Itau Unibanco Holding S.A. 343,183$11,727,0000.70%
View complete list of ISHARES TR shareholders