Orgel Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 107 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Orgel Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,481,183
-32.3%
212,038
-29.7%
0.18%
-30.7%
Q2 2023$8,091,178
-81.1%
301,797
-81.3%
0.27%
-82.5%
Q1 2023$42,776,009
+11.3%
1,614,798
+3.4%
1.53%
+3.5%
Q4 2022$38,436,717
+25.8%
1,562,417
+7.1%
1.48%
-1.9%
Q3 2022$30,546,000
+0.5%
1,458,734
+13.0%
1.51%
-12.3%
Q2 2022$30,379,000
+36.0%
1,291,074
+60.0%
1.72%
+12.1%
Q1 2022$22,331,000
+34.5%
807,045
+40.1%
1.53%
-4.4%
Q4 2021$16,599,000
+29.1%
575,970
+30.0%
1.60%
+9.7%
Q3 2021$12,859,000
+8.2%
443,118
+12.0%
1.46%
-2.0%
Q2 2021$11,884,000
+12.7%
395,470
+7.7%
1.49%
-0.1%
Q1 2021$10,543,000
+18.8%
367,238
+12.5%
1.49%
-18.0%
Q4 2020$8,874,000
+15.2%
326,498
+3.0%
1.82%
-15.2%
Q3 2020$7,701,000
+9.0%
316,896
+2.8%
2.15%
-19.4%
Q2 2020$7,068,000
-2.0%
308,389
-13.4%
2.66%
-6.9%
Q1 2020$7,214,000
+43.1%
356,068
+91.1%
2.86%
+106.5%
Q4 2019$5,041,000
+61.6%
186,349
+52.3%
1.38%
+18.2%
Q3 2019$3,120,000
+1.4%
122,337
+4.4%
1.17%
-2.3%
Q2 2019$3,076,000
+6.3%
117,132
+6.6%
1.20%
+22.8%
Q1 2019$2,894,000
+27.6%
109,908
+14.9%
0.98%
+42.6%
Q4 2018$2,268,000
+37.7%
95,672
+63.2%
0.68%
-4.9%
Q3 2018$1,647,000
+11.8%
58,638
+10.0%
0.72%
+98.3%
Q2 2018$1,473,000
+8.4%
53,316
+13.3%
0.36%
+8.0%
Q1 2018$1,359,000
+40.8%
47,047
+40.7%
0.34%
+43.6%
Q4 2017$965,000
+300.4%
33,448
+288.7%
0.23%
+178.6%
Q3 2017$241,000
+17.6%
8,606
+10.3%
0.08%
+12.0%
Q2 2017$205,0007,8050.08%
Other shareholders
ISHARES TR shareholders Q4 2021
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