ISHARES TR's ticker is TFLO and the CUSIP is 46434V860. A total of 245 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 1.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,456,735 | -4.9% | 68,126 | -5.1% | 0.00% | 0.0% |
| Q2 2023 | $3,636,300 | +1.0% | 71,764 | +0.9% | 0.00% | 0.0% |
| Q1 2023 | $3,599,468 | +2.7% | 71,150 | +2.3% | 0.00% | 0.0% |
| Q4 2022 | $3,506,222 | -1.6% | 69,554 | -1.4% | 0.00% | -25.0% |
| Q3 2022 | $3,563,000 | +134.7% | 70,548 | +133.9% | 0.00% | +100.0% |
| Q3 2020 | $1,518,000 | -15.1% | 30,168 | -15.1% | 0.00% | 0.0% |
| Q2 2020 | $1,788,000 | +371.8% | 35,540 | +372.0% | 0.00% | – |
| Q1 2020 | $379,000 | +25.1% | 7,530 | +25.0% | 0.00% | – |
| Q4 2019 | $303,000 | -7.3% | 6,022 | -7.4% | 0.00% | – |
| Q3 2019 | $327,000 | -11.4% | 6,504 | -11.4% | 0.00% | – |
| Q2 2019 | $369,000 | -27.9% | 7,337 | -27.8% | 0.00% | -100.0% |
| Q1 2019 | $512,000 | +49.7% | 10,158 | +49.4% | 0.00% | – |
| Q4 2018 | $342,000 | – | 6,800 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ACUTE INVESTMENT ADVISORY, LLC | 1,065,412 | $54,059,005 | 32.47% |
| MOULTON WEALTH MANAGEMENT, INC | 383,250 | $19,390,518 | 28.55% |
| Steward Financial Group LLC | 1,681,786 | $85,333 | 27.13% |
| Rinkey Investments | 769,786 | $39,058,923 | 17.90% |
| MAGNOLIA CAPITAL ADVISORS LLC | 648,840 | $32,922,120 | 15.78% |
| American Planning Services, Inc. | 428,332 | $21,733,547 | 14.44% |
| Oxbow Advisors, LLC | 1,712,181 | $86,876,040 | 13.68% |
| Grant/GrossMendelsohn, LLC | 579,764 | $29,417,249 | 12.73% |
| LANDAAS & CO /WI /ADV | 521,053 | $26,438,000 | 11.47% |
| Northwest Quadrant Wealth Management, LLC | 730,457 | $37,063,361 | 10.40% |