HALBERT HARGROVE GLOBAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 108 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
HALBERT HARGROVE GLOBAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,736,136
-1.7%
415,324
+1.9%
0.80%
+0.5%
Q2 2023$10,924,014
-0.9%
407,460
-2.1%
0.80%
+6.8%
Q1 2023$11,021,535
+7.3%
416,064
-0.4%
0.75%
+1.6%
Q4 2022$10,274,727
+32.9%
417,658
+13.1%
0.73%
+22.9%
Q3 2022$7,730,000
+80.7%
369,149
+103.1%
0.60%
+88.3%
Q2 2022$4,278,000
+149.9%
181,799
+193.8%
0.32%
+180.5%
Q1 2022$1,712,000
-55.4%
61,878
-53.5%
0.11%
-53.7%
Q4 2021$3,836,000
+138.9%
133,090
+140.6%
0.24%
+117.9%
Q3 2021$1,606,000
-19.7%
55,326
-16.8%
0.11%
-14.5%
Q2 2021$1,999,000
+15.3%
66,533
+10.2%
0.13%
+4.8%
Q1 2021$1,733,000
+75.6%
60,353
+66.2%
0.12%
+66.7%
Q4 2020$987,000
+109.1%
36,319
+86.8%
0.08%
+66.7%
Q3 2020$472,00019,4430.04%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,941,912$141,882,00011.98%
MERIDIAN MANAGEMENT CO 936,142$26,877,0008.36%
BALASA DINVERNO & FOLTZ LLC 2,071,000$59,458,0004.77%
Clearwater Capital Advisors, LLC 1,105,054$31,726,0003.97%
Wade Financial Advisory, Inc 215,452$6,186,0003.91%
RHS Financial, LLC 159,823$4,589,0003.83%
Callan Capital, LLC 636,630$18,278,0003.32%
Beirne Wealth Consulting Services, LLC 156,198$4,484,0002.63%
Keebeck Wealth Management, LLC 480,305$13,790,0002.14%
LINCOLN CAPITAL CORP 117,383$3,370,0002.10%
View complete list of ISHARES TR shareholders