Beirne Wealth Consulting Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 114 filers reported holding ISHARES TR in Q2 2022. 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 Q2 2022
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