55I, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 111 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
55I, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$254,000
-1.9%
12,157
+35.4%
0.01%0.0%
Q4 2021$259,000
-19.6%
8,977
-19.1%
0.01%
-30.0%
Q3 2021$322,000
+41.2%
11,093
+46.1%
0.01%
+25.0%
Q2 2021$228,000
-1.7%
7,593
-20.3%
0.01%
-61.9%
Q3 2020$232,0009,5310.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 5,835,638$161,472,00012.22%
MERIDIAN MANAGEMENT CO 1,155,881$31,983,00010.14%
Clearwater Capital Advisors, LLC 1,562,988$43,248,0004.96%
BALASA DINVERNO & FOLTZ LLC 2,438,615$67,476,0004.55%
Wade Financial Advisory, Inc 316,291$8,752,0003.75%
Callan Capital, LLC 838,501$23,201,0003.19%
Horizon Family Wealth, Inc. 106,732$2,953,0002.93%
PHILLIPS FINANCIAL MANAGEMENT, LLC 1,075,935$29,771,0002.82%
LINCOLN CAPITAL CORP 137,352$3,801,0001.98%
Beirne Wealth Consulting Services, LLC 127,252$3,530,0001.97%
View complete list of ISHARES TR shareholders