Pflug Koory, 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
Pflug Koory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,925
-3.6%
5000.0%0.01%0.0%
Q2 2023$13,405
+1.2%
5000.0%0.01%0.0%
Q1 2023$13,245
+110275.0%
5000.0%0.01%0.0%
Q4 2022$12
-99.9%
5000.0%0.01%
+16.7%
Q3 2022$10,000
-16.7%
5000.0%0.01%
-14.3%
Q2 2022$12,000
-94.8%
500
-94.0%
0.01%
-94.0%
Q1 2022$230,000
-3.8%
8,3090.0%0.12%
-4.1%
Q4 2021$239,000
-0.8%
8,3090.0%0.12%
-8.3%
Q3 2021$241,000
-3.6%
8,3090.0%0.13%
+0.8%
Q2 2021$250,000
+4.6%
8,3090.0%0.13%
-0.8%
Q1 2021$239,000
+5.8%
8,3090.0%0.13%
-1.5%
Q4 2020$226,000
+11.9%
8,3090.0%0.13%
-1.5%
Q3 2020$202,000
+6.3%
8,3090.0%0.14%
-3.5%
Q2 2020$190,000
+13.1%
8,3090.0%0.14%
-5.4%
Q1 2020$168,000
-25.3%
8,3090.0%0.15%
-6.3%
Q4 2019$225,000
+6.1%
8,3090.0%0.16%
-1.2%
Q3 2019$212,000
-2.8%
8,3090.0%0.16%
-3.6%
Q2 2019$218,000
-0.5%
8,3090.0%0.17%
-2.3%
Q1 2019$219,0008,3090.17%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,941,912$141,882,00011.98%
MERIDIAN MANAGEMENT CO 936,142$26,877,0008.36%
BALASA DINVERNO & FOLTZ LLC 2,071,000$59,458,0004.77%
Clearwater Capital Advisors, LLC 1,105,054$31,726,0003.97%
Wade Financial Advisory, Inc 215,452$6,186,0003.91%
RHS Financial, LLC 159,823$4,589,0003.83%
Callan Capital, LLC 636,630$18,278,0003.32%
Beirne Wealth Consulting Services, LLC 156,198$4,484,0002.63%
Keebeck Wealth Management, LLC 480,305$13,790,0002.14%
LINCOLN CAPITAL CORP 117,383$3,370,0002.10%
View complete list of ISHARES TR shareholders