Sovereign Financial Group, Inc. - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 275 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Sovereign Financial Group, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$222,055
-57.3%
2,255
-51.9%
0.08%
-53.3%
Q2 2023$519,696
+37.9%
4,692
+42.6%
0.17%
+20.7%
Q1 2023$376,914
-6.1%
3,291
-11.3%
0.14%
-11.4%
Q4 2022$401,544
+94.9%
3,712
+116.4%
0.16%
+95.1%
Q2 2022$206,0001,7150.08%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
NewEdge Advisors, LLC 142,149$20,484,0003.24%
Ifrah Financial Services, Inc. 45,680$6,615,0002.63%
WBI INVESTMENTS, LLC 350,574$50,770,0001.94%
SFMG, LLC 60,944$8,826,0001.94%
LifePlan Financial Group, Inc 16,909$2,449,0001.68%
Cardan Capital Partners, LLC 32,789$4,749,0001.06%
Knowledge Leaders Capital, LLC 20,031$2,901,0000.97%
CUTLER INVESTMENT COUNSEL LLC 17,290$2,504,0000.68%
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 35,129$5,087,0000.62%
INTERACTIVE FINANCIAL ADVISORS, INC. 4,642$672,0000.34%
View complete list of ISHARES TR shareholders