BUCKINGHAM STRATEGIC WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$763,971
-3.6%
29,5540.0%0.01%0.0%
Q2 2023$792,343
+13.9%
29,554
+4.5%
0.01%
-15.4%
Q1 2023$695,8090.0%28,2840.0%0.01%0.0%
Q4 2022$695,809
+17.5%
28,2840.0%0.01%
+8.3%
Q3 2022$592,000
-28.9%
28,284
-20.1%
0.01%
-25.0%
Q2 2022$833,000
+11.8%
35,382
+31.5%
0.02%
+6.7%
Q1 2022$745,000
-4.0%
26,9140.0%0.02%0.0%
Q4 2021$776,000
-0.6%
26,9140.0%0.02%
-6.2%
Q3 2021$781,000
-3.5%
26,9140.0%0.02%
-20.0%
Q2 2021$809,000
+34.8%
26,914
+28.8%
0.02%
-33.3%
Q1 2021$600,000
+7.1%
20,896
+1.4%
0.03%
+3.4%
Q4 2020$560,000
+5.3%
20,604
-6.0%
0.03%
-29.3%
Q3 2020$532,000
+8.1%
21,912
+2.0%
0.04%
-12.8%
Q2 2020$492,000
+8.1%
21,482
-4.4%
0.05%
+6.8%
Q1 2020$455,000
+115.6%
22,480
+188.2%
0.04%
+120.0%
Q4 2019$211,000
-0.9%
7,800
-3.7%
0.02%
-13.0%
Q2 2019$213,000
+3.9%
8,100
+3.8%
0.02%
-11.5%
Q1 2019$205,000
-17.0%
7,800
-11.4%
0.03%
-31.6%
Q3 2018$247,000
+1.6%
8,8000.0%0.04%
-2.6%
Q2 2018$243,0008,8000.04%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,822,481$131,075,00011.76%
MERIDIAN MANAGEMENT CO 940,407$25,560,0008.20%
BALASA DINVERNO & FOLTZ LLC 1,979,280$53,797,0004.46%
RHS Financial, LLC 178,802$4,860,0004.17%
Wade Financial Advisory, Inc 210,132$5,711,0003.83%
Clearwater Capital Advisors, LLC 986,927$26,825,0003.56%
Callan Capital, LLC 641,191$17,428,0003.54%
Keebeck Wealth Management, LLC 481,402$13,085,0002.28%
LINCOLN CAPITAL CORP 117,227$3,186,0002.09%
Beirne Wealth Consulting Services, LLC 154,081$4,188,0002.07%
View complete list of ISHARES TR shareholders