Inscription Capital, 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
Inscription Capital, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$377,798
-3.6%
14,6150.0%0.12%
+0.8%
Q2 2023$391,828
+1.2%
14,6150.0%0.12%
+19.6%
Q1 2023$387,151
+9.2%
14,615
+1.4%
0.10%
-15.7%
Q4 2022$354,621
+12.9%
14,415
-4.0%
0.12%
+36.0%
Q3 2022$314,000
-45.3%
15,015
-38.5%
0.09%
-13.6%
Q2 2022$574,000
+32.0%
24,415
+55.4%
0.10%
-16.9%
Q1 2022$435,000
-4.8%
15,715
-0.4%
0.12%
-0.8%
Q4 2021$457,000
-0.2%
15,7850.0%0.12%
-13.2%
Q3 2021$458,000
-3.0%
15,785
-4.1%
0.14%
-10.6%
Q1 2021$472,000
+5.6%
16,4550.0%0.16%
-6.4%
Q4 2020$447,000
+56.8%
16,455
+40.5%
0.17%
+35.4%
Q3 2020$285,000
+8.0%
11,715
+1.7%
0.13%
-13.0%
Q2 2020$264,000
+13.3%
11,5150.0%0.15%
-5.8%
Q1 2020$233,000
+14.8%
11,515
+53.2%
0.16%
+72.2%
Q4 2019$203,000
-97.6%
7,515
-97.7%
0.09%
-98.0%
Q1 2019$8,479,000
+7.2%
322,045
-3.4%
4.48%
+1.8%
Q4 2018$7,908,000333,5384.40%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Strategic Financial Services, Inc, 4,822,481$131,075,00011.76%
MERIDIAN MANAGEMENT CO 940,407$25,560,0008.20%
BALASA DINVERNO & FOLTZ LLC 1,979,280$53,797,0004.46%
RHS Financial, LLC 178,802$4,860,0004.17%
Wade Financial Advisory, Inc 210,132$5,711,0003.83%
Clearwater Capital Advisors, LLC 986,927$26,825,0003.56%
Callan Capital, LLC 641,191$17,428,0003.54%
Keebeck Wealth Management, LLC 481,402$13,085,0002.28%
LINCOLN CAPITAL CORP 117,227$3,186,0002.09%
Beirne Wealth Consulting Services, LLC 154,081$4,188,0002.07%
View complete list of ISHARES TR shareholders