BlackDiamond Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 229 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
BlackDiamond Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$210,008
-66.0%
4,139
-66.1%
0.19%
-63.6%
Q2 2023$617,981
-70.0%
12,206
-70.0%
0.52%
-75.3%
Q1 2023$2,060,520
+719.5%
40,738
+717.0%
2.11%
+640.4%
Q4 2022$251,444
+12.8%
4,986
+12.8%
0.28%
+6.3%
Q3 2022$223,0004,4200.27%
Other shareholders
ISHARES TR shareholders Q4 2022
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