ARGI Investment Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 119 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
ARGI Investment Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,316
-99.9%
94,127
-9.0%
0.07%
-1.3%
Q3 2022$2,165,000
-8.3%
103,408
+3.1%
0.08%
-3.8%
Q2 2022$2,361,000
-13.3%
100,323
+1.9%
0.08%
-4.9%
Q1 2022$2,723,000
+39.5%
98,428
+45.3%
0.08%
+43.9%
Q4 2021$1,952,000
+4.3%
67,722
+5.0%
0.06%
-3.4%
Q3 2021$1,872,000
-5.5%
64,498
-2.1%
0.06%
-7.8%
Q2 2021$1,980,000
-0.7%
65,895
-5.1%
0.06%
-9.9%
Q1 2021$1,994,000
-0.6%
69,459
-6.0%
0.07%
-9.0%
Q4 2020$2,007,000
+9.0%
73,856
-2.6%
0.08%
-6.0%
Q3 2020$1,842,000
-8.5%
75,816
-13.7%
0.08%
-14.4%
Q2 2020$2,014,000
-19.8%
87,892
-29.1%
0.10%
-31.2%
Q1 2020$2,511,000
-50.1%
123,949
-34.2%
0.14%
-39.5%
Q4 2019$5,028,000
+7.1%
188,320
+2.3%
0.23%
-3.3%
Q3 2019$4,693,000
-7.1%
184,042
-4.4%
0.24%
-11.4%
Q2 2019$5,053,000
-1.7%
192,439
-1.4%
0.27%
-7.2%
Q1 2019$5,138,000
+2.3%
195,138
-7.9%
0.29%
-8.7%
Q4 2018$5,022,000
+294.5%
211,821
+367.1%
0.32%
+322.4%
Q3 2018$1,273,000
+5.3%
45,352
+3.6%
0.08%0.0%
Q2 2018$1,209,000
+7.5%
43,772
+12.4%
0.08%
+5.6%
Q1 2018$1,125,000
+4.4%
38,930
+4.2%
0.07%
+1.4%
Q4 2017$1,078,000
+6.2%
37,373
+3.2%
0.07%
+1.4%
Q3 2017$1,015,000
+4.7%
36,204
-2.0%
0.07%
-4.1%
Q2 2017$969,000
+8.5%
36,945
+3.5%
0.07%
+2.8%
Q1 2017$893,000
+12.6%
35,692
+4.6%
0.07%
+2.9%
Q4 2016$793,000
-0.4%
34,120
+2.0%
0.07%
-4.2%
Q3 2016$796,000
+10.6%
33,445
+2.1%
0.07%0.0%
Q2 2016$720,000
-13.3%
32,744
-7.9%
0.07%
-16.3%
Q1 2016$830,000
+0.2%
35,541
+2.1%
0.09%
-5.5%
Q4 2015$828,00034,8130.09%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,835,638$161,472,00012.22%
MERIDIAN MANAGEMENT CO 1,155,881$31,983,00010.14%
Clearwater Capital Advisors, LLC 1,562,988$43,248,0004.96%
BALASA DINVERNO & FOLTZ LLC 2,438,615$67,476,0004.55%
Wade Financial Advisory, Inc 316,291$8,752,0003.75%
Callan Capital, LLC 838,501$23,201,0003.19%
Horizon Family Wealth, Inc. 106,732$2,953,0002.93%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,075,935$29,771,0002.82%
LINCOLN CAPITAL CORP 137,352$3,801,0001.98%
Beirne Wealth Consulting Services, LLC 127,252$3,530,0001.97%
View complete list of ISHARES TR shareholders