Venturi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 36 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2018$253,000
-60.7%
10,835
-52.5%
0.04%
-64.0%
Q3 2018$644,000
-9.2%
22,830
-10.3%
0.11%
-13.6%
Q2 2018$709,000
-79.0%
25,460
-78.2%
0.13%
-79.7%
Q1 2018$3,375,000
+9.2%
116,810
+9.0%
0.65%
+10.0%
Q4 2017$3,091,000
+1.9%
107,155
-1.1%
0.59%
-7.8%
Q3 2017$3,034,000
+784.5%
108,330
+728.8%
0.64%
+723.1%
Q2 2017$343,00013,0700.08%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
MERIDIAN MANAGEMENT CO 783,223$19,972,0008.92%
Strategic Financial Services, Inc, 2,597,556$66,238,0008.46%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 992,303$25,314,0006.90%
BALASA DINVERNO & FOLTZ LLC 2,149,152$54,803,0006.35%
Strategic Wealth Management Group, LLC 254,786$6,497,0004.67%
FOSTER & MOTLEY INC 1,171,227$29,866,0004.07%
Integrated Wealth Concepts LLC 1,410,286$35,962,0004.04%
Clearwater Capital Advisors, LLC 805,971$20,552,0003.63%
Cribstone Capital Management, LLC 209,650$5,346,0003.23%
RHS Financial, LLC 95,882$2,445,0002.88%
View complete list of ISHARES TR shareholders