Beirne Wealth Consulting Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 106 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Beirne Wealth Consulting Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,959,116
+0.0%
110,3540.0%2.36%0.0%
Q2 2023$2,959,115
+10.2%
110,354
+8.9%
2.36%
+25.1%
Q1 2023$2,685,868
-4.2%
101,373
-11.1%
1.88%
+36.6%
Q4 2022$2,805,051
+26.5%
114,004
+7.7%
1.38%
+63.7%
Q3 2022$2,217,000
-18.6%
105,872
-8.5%
0.84%
-52.6%
Q2 2022$2,723,000
-22.9%
115,727
-9.1%
1.78%
-9.6%
Q1 2022$3,530,000
-4.2%
127,252
+0.2%
1.97%
-2.4%
Q4 2021$3,685,000
-29.5%
127,060
-29.4%
2.02%
-32.3%
Q3 2021$5,227,000
-1.7%
180,019
+1.8%
2.98%
+1.9%
Q2 2021$5,316,000
+18.6%
176,756
+13.2%
2.92%
+11.0%
Q1 2021$4,484,000
+7.1%
156,198
+1.4%
2.63%
+27.0%
Q4 2020$4,188,000
+15.5%
154,081
+3.3%
2.07%
-2.1%
Q3 2020$3,626,000
+8.4%
149,207
+2.3%
2.12%
-22.3%
Q2 2020$3,344,000
+124.1%
145,917
+98.2%
2.72%
+68.9%
Q1 2020$1,492,000
-52.4%
73,621
-36.5%
1.61%
-41.6%
Q4 2019$3,136,000
+59.2%
115,949
+50.1%
2.76%
+68.5%
Q3 2019$1,970,000
+12.5%
77,243
+15.8%
1.64%
+4.3%
Q2 2019$1,751,000
+267.1%
66,683
+267.7%
1.57%
+318.9%
Q1 2019$477,000
+1.3%
18,133
-8.8%
0.38%
-6.5%
Q4 2018$471,00019,8730.40%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,144,643$154,597,00012.26%
MERIDIAN MANAGEMENT CO 1,020,316$30,660,0009.04%
BALASA DINVERNO & FOLTZ LLC 2,127,876$63,943,0004.60%
Clearwater Capital Advisors, LLC 1,134,023$34,077,0003.96%
Wade Financial Advisory, Inc 239,349$7,192,0003.94%
Callan Capital, LLC 621,653$18,681,0003.25%
Beirne Wealth Consulting Services, LLC 176,756$5,316,0002.92%
RHS Financial, LLC 122,523$3,682,0002.75%
LINCOLN CAPITAL CORP 124,531$3,742,0002.13%
PHILLIPS FINANCIAL MANAGEMENT, LLC 647,145$19,447,0002.00%
View complete list of ISHARES TR shareholders