Strategic Wealth Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 102 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Strategic Wealth Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$422,000
-92.4%
14,047
-94.2%
0.15%
-95.3%
Q2 2020$5,531,000
-5.5%
241,325
-16.5%
3.26%
-25.0%
Q1 2020$5,852,000
-17.0%
288,868
+10.9%
4.36%
-4.6%
Q4 2019$7,049,000
+8.5%
260,587
+2.3%
4.57%
-2.3%
Q3 2019$6,497,000
+6.7%
254,786
+9.9%
4.67%
+1.0%
Q2 2019$6,087,000
+27.7%
231,805
+28.0%
4.63%
+18.6%
Q1 2019$4,766,000
+19.2%
181,027
+7.3%
3.90%
+1.7%
Q4 2018$4,000,000168,6963.84%
Other shareholders
ISHARES TR shareholders Q3 2021
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