MARK SHEPTOFF FINANCIAL PLANNING, 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
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$905
-3.5%
350.0%0.00%0.0%
Q2 2023$938
+1.2%
350.0%0.00%0.0%
Q1 2023$927
+7.7%
350.0%0.00%0.0%
Q4 2022$861
-13.9%
350.0%0.00%0.0%
Q3 2022$1,0000.0%350.0%0.00%0.0%
Q2 2022$1,0000.0%350.0%0.00%0.0%
Q1 2022$1,0000.0%350.0%0.00%
Q4 2021$1,0000.0%350.0%0.00%
-100.0%
Q3 2021$1,0000.0%350.0%0.00%0.0%
Q2 2021$1,0000.0%350.0%0.00%0.0%
Q1 2021$1,0000.0%350.0%0.00%0.0%
Q4 2020$1,0000.0%350.0%0.00%0.0%
Q3 2020$1,0000.0%350.0%0.00%0.0%
Q2 2020$1,0000.0%350.0%0.00%0.0%
Q1 2020$1,0000.0%350.0%0.00%0.0%
Q4 2019$1,0000.0%350.0%0.00%0.0%
Q3 2019$1,0000.0%350.0%0.00%0.0%
Q2 2019$1,0000.0%350.0%0.00%0.0%
Q1 2019$1,000350.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,144,643$154,597,00012.26%
MERIDIAN MANAGEMENT CO 1,020,316$30,660,0009.04%
BALASA DINVERNO & FOLTZ LLC 2,127,876$63,943,0004.60%
Clearwater Capital Advisors, LLC 1,134,023$34,077,0003.96%
Wade Financial Advisory, Inc 239,349$7,192,0003.94%
Callan Capital, LLC 621,653$18,681,0003.25%
Beirne Wealth Consulting Services, LLC 176,756$5,316,0002.92%
RHS Financial, LLC 122,523$3,682,0002.75%
LINCOLN CAPITAL CORP 124,531$3,742,0002.13%
PHILLIPS FINANCIAL MANAGEMENT, LLC 647,145$19,447,0002.00%
View complete list of ISHARES TR shareholders