Family Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 363 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Family Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,681
-33.3%
78
-25.0%
0.01%
-25.0%
Q2 2023$11,520
+123.5%
104
+131.1%
0.01%
+100.0%
Q1 2023$5,154
+36.1%
45
+28.6%
0.00%
+33.3%
Q4 2022$3,786350.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Pacific Wealth Management 34,209$5,077,0003.86%
Richard Bernstein Advisors LLC 618,243$91,748,0001.77%
Krilogy Financial LLC 115,276$17,107,0001.72%
West Wealth Group, LLC 22,857$3,392,0001.28%
Ballew Advisors, Inc 12,793$1,832,0001.28%
Avalon Advisory Group 15,639$2,321,0001.14%
Crown Wealth Group, LLC 7,496$1,112,0001.03%
Spectrum Planning & Advisory Services Inc. 7,173$1,064,0000.97%
FIFTH THIRD SECURITIES, INC. 59,891$8,888,0000.97%
GenWealth Group, Inc. 21,326$3,164,0000.86%
View complete list of ISHARES TR shareholders