Clearwater Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Clearwater Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$44,648,224
-3.4%
1,727,204
+0.2%
5.47%
-0.6%
Q2 2023$46,197,464
+0.5%
1,723,143
-0.7%
5.50%
-2.0%
Q1 2023$45,970,349
+5.1%
1,735,385
-2.4%
5.61%
-1.5%
Q4 2022$43,740,419
+112.1%
1,778,008
+80.6%
5.70%
+100.2%
Q3 2022$20,621,000
-45.0%
984,747
-38.2%
2.85%
-44.4%
Q2 2022$37,484,000
-13.3%
1,593,033
+1.9%
5.12%
+3.3%
Q1 2022$43,248,000
+0.2%
1,562,988
+4.4%
4.96%
+4.2%
Q4 2021$43,144,000
+25.5%
1,497,009
+26.3%
4.76%
+19.5%
Q3 2021$34,383,000
+0.9%
1,184,820
+4.5%
3.98%
+0.5%
Q2 2021$34,077,000
+7.4%
1,134,023
+2.6%
3.96%
-0.1%
Q1 2021$31,726,000
+18.3%
1,105,054
+12.0%
3.97%
+11.4%
Q4 2020$26,825,000
+19.2%
986,927
+6.6%
3.56%
+0.7%
Q3 2020$22,496,000
+6.4%
925,773
+0.4%
3.54%
+0.1%
Q2 2020$21,136,000
+7.5%
922,159
-4.9%
3.53%
-16.6%
Q1 2020$19,653,000
-21.3%
970,020
+5.0%
4.24%
+1.8%
Q4 2019$24,979,000
+21.5%
923,444
+14.6%
4.16%
+14.7%
Q3 2019$20,552,000
+30.4%
805,971
+34.2%
3.63%
+26.8%
Q2 2019$15,766,000
+49.7%
600,396
+50.1%
2.86%
+45.0%
Q1 2019$10,529,000
+148.7%
399,869
+124.0%
1.97%
+112.7%
Q4 2018$4,233,000
+368.8%
178,514
+454.9%
0.93%
+427.3%
Q3 2018$903,00032,1690.18%
Other shareholders
ISHARES TR shareholders Q3 2023
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