Tolleson Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 1 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 4.0%.

Quarter-by-quarter ownership
Tolleson Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59,661
+0.2%
2,307,962
+3.9%
14.36%
-0.0%
Q2 2023$59,542
+12.3%
2,220,896
+10.9%
14.36%
+4.7%
Q1 2023$53,039
+94.1%
2,002,223
+80.3%
13.71%
+85.3%
Q4 2022$27,3231,110,6427.40%
Other shareholders
ISHARES TR shareholders Q4 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