Venturi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 47 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

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 Q4 2017
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