Intercontinental Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Intercontinental Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,080,210
+3.4%
27,641
-1.3%
0.26%
-3.4%
Q1 2023$1,044,997
+5.6%
28,001
+2.6%
0.27%
-9.2%
Q4 2022$989,390
+3.5%
27,286
-8.0%
0.29%
-2.0%
Q3 2022$956,000
+85.6%
29,658
+96.1%
0.30%
+114.3%
Q2 2022$515,000
+6.8%
15,123
+22.2%
0.14%
+27.3%
Q1 2022$482,000
-33.2%
12,376
-34.4%
0.11%
-27.6%
Q4 2021$722,000
+43.5%
18,868
+27.8%
0.15%
+29.9%
Q3 2021$503,000
+20.6%
14,768
+25.0%
0.12%
+41.0%
Q2 2021$417,000
-0.5%
11,813
-2.4%
0.08%
-8.8%
Q1 2021$419,000
+36.9%
12,104
+18.8%
0.09%
+23.0%
Q4 2020$306,000
+23.9%
10,188
+0.6%
0.07%
+2.8%
Q3 2020$247,00010,1250.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Buttonwood Financial Group, LLC 53,360$2,148,8721.56%
Arden Trust Co 130,052$5,237,1890.77%
Dentgroup LLC 5,846$235,4040.21%
Peoples Bank/KS 2,328$93,7480.08%
WealthPLAN Partners, LLC 6,971$280,7210.03%
TOMPKINS FINANCIAL CORP 31$1,2480.00%
MASSMUTUAL TRUST CO FSB/ADV 88$3,5440.00%
View complete list of ISHARES TR shareholders