Beverly Hills Private Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 272 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 1.4%.

Quarter-by-quarter ownership
Beverly Hills Private Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2024$224,050
-53.7%
4,420
-53.9%
0.05%
-58.7%
Q4 2023$483,806
+39.1%
9,586
+39.9%
0.13%
+22.3%
Q3 2023$347,721
-46.0%
6,853
-46.2%
0.10%
-2.8%
Q2 2023$643,83112,7340.11%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Arbor Investment Advisors, LLC 665,104$33,468,00011.06%
MV CAPITAL MANAGEMENT, INC. 749,007$37,690,0009.81%
LANDAAS & CO /WI /ADV 182,465$9,176,0007.74%
Lionsbridge Wealth Management LLC 74,733$3,761,0004.50%
Laurel Wealth Advisors LLC 157,599$7,930,0002.98%
Ifrah Financial Services, Inc. 97,915$4,927,0002.06%
Capital Wealth Alliance, LLC 27,852$1,401,0001.47%
Drexel Morgan & Co. 71,713$3,609,0001.40%
FinTrust Capital Advisors, LLC 53,505$2,692,0001.30%
BEAM WEALTH ADVISORS, INC. 19,021$957,0000.95%
View complete list of ISHARES TR shareholders