MARK SHEPTOFF FINANCIAL PLANNING, LLC - ISHARES TR ownership

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ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

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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$1,000–35–0.00%–
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Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 2,307,962$59,66114.36%
Strategic Financial Services, Inc, 6,256,905$161,740,99412.59%
MERIDIAN MANAGEMENT CO 1,416,426$36,614,60111.94%
Coulter & Justus Financial Services, LLC 515,480$13,325,1519.69%
Clearwater Capital Advisors, LLC 1,727,204$44,648,2245.47%
Arden Trust Co 883,139$22,829,1613.80%
Stokes Family Office, LLC 1,082,220$27,975,3903.28%
Wade Financial Advisory, Inc 265,912$6,873,8172.94%
Horizon Family Wealth, Inc. 111,259$2,876,0532.78%
Thrive Wealth Management, LLC 360,985$9,331,4562.48%
View complete list of ISHARES TR shareholders