Gateway Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 334 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.30 and the average weighting 0.4%.

Quarter-by-quarter ownership
Gateway Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$371,225
-34.2%
3,770
-25.9%
0.07%
-33.7%
Q2 2023$563,971
+61.8%
5,091
+67.3%
0.10%
+87.0%
Q1 2023$348,512
-6.2%
3,043
-11.4%
0.05%
-15.6%
Q4 2022$371,6653,4360.06%
Other shareholders
ISHARES TR shareholders Q3 2023
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