ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 520 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $3,612,243 | -1.7% | 71,388 | -1.8% | 1.81% | -8.0% |
Q1 2024 | $3,676,560 | -14.3% | 72,717 | -14.4% | 1.97% | -23.0% |
Q4 2023 | $4,291,980 | -43.5% | 84,973 | -43.5% | 2.56% | -49.5% |
Q3 2023 | $7,598,611 | +7.5% | 150,348 | +7.6% | 5.07% | +13.4% |
Q2 2023 | $7,066,516 | +46.2% | 139,765 | +46.3% | 4.47% | +28.1% |
Q1 2023 | $4,832,334 | -47.8% | 95,520 | -48.0% | 3.49% | -46.1% |
Q4 2022 | $9,257,843 | +258.6% | 183,651 | +259.2% | 6.47% | +234.0% |
Q3 2022 | $2,582,000 | – | 51,128 | – | 1.94% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ACUTE INVESTMENT ADVISORY, LLC | 1,132,687 | $57,381,902 | 32.71% |
Wellington Wealth Strategies, LLC. | 138,541 | $7,018,487 | 29.43% |
MOULTON WEALTH MANAGEMENT, INC | 464,451 | $23,466,364 | 21.27% |
Stash Investments, LLC | 535,076 | $27,106,950 | 17.87% |
Rinkey Investments | 895,379 | $45,359,913 | 16.30% |
Sugar Maple Asset Management, LLC | 263,474 | $13,347,609 | 12.91% |
LANDAAS & CO /WI /ADV | 834,330 | $42,267,000 | 12.88% |
Kiely Wealth Advisory Group, Inc. | 429,398 | $21,675,999 | 11.94% |
Arbor Investment Advisors, LLC | 1,522,999 | $77,155,124 | 11.28% |
St. Louis Financial Planners Asset Management, LLC | 248,911 | $12,560,052 | 10.80% |