Journey Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 9 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 2.0%.

Quarter-by-quarter ownership
Journey Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$14,158,228
+1.6%
279,035
+1.5%
2.12%
+2.0%
Q2 2023$13,934,326
-2.2%
275,001
-2.3%
2.07%
-7.2%
Q1 2023$14,244,323281,5642.24%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
MV CAPITAL MANAGEMENT, INC. 764,432$38,450,0007.02%
Elmwood Wealth Management, Inc. 121,516$6,112,0003.73%
New Capital Management LP 57,571$2,896,0002.58%
Laurel Wealth Advisors LLC 201,660$10,143,0002.46%
Ifrah Financial Services, Inc. 126,798$6,378,0001.92%
LANDAAS & CO /WI /ADV 46,106$2,319,0001.39%
KCS Wealth Advisory 39,293$1,976,0001.02%
Capital Wealth Alliance, LLC 25,245$1,269,0000.85%
WT Wealth Management 20,567$1,034,0000.48%
Lionsbridge Wealth Management LLC 6,636$333,0000.32%
View complete list of ISHARES TR shareholders