Wade Financial Advisory, 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
Wade Financial Advisory, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,873,817
-8.8%
265,912
-5.5%
2.94%
-1.5%
Q2 2023$7,540,956
-2.9%
281,274
-4.1%
2.99%
-8.4%
Q1 2023$7,767,808
+1.9%
293,236
-5.4%
3.26%
-5.5%
Q4 2022$7,625,466
+18.2%
309,968
+0.6%
3.45%
+6.9%
Q3 2022$6,453,000
+10.5%
308,145
+24.1%
3.23%
+16.7%
Q2 2022$5,842,000
-33.2%
248,281
-21.5%
2.77%
-26.2%
Q1 2022$8,752,000
+24.9%
316,291
+30.1%
3.75%
+3.0%
Q4 2021$7,009,000
+1.3%
243,194
+2.0%
3.64%
-6.7%
Q3 2021$6,921,000
-3.8%
238,478
-0.4%
3.90%
-0.9%
Q2 2021$7,192,000
+16.3%
239,349
+11.1%
3.94%
+0.8%
Q1 2021$6,186,000
+8.3%
215,452
+2.5%
3.91%
+2.0%
Q4 2020$5,711,000
+184.0%
210,132
+153.9%
3.83%
+141.9%
Q3 2020$2,011,000
+19.5%
82,761
+12.7%
1.58%
+8.9%
Q2 2020$1,683,000
+255.1%
73,443
+318.7%
1.46%
+247.3%
Q4 2019$474,00017,5410.42%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
Berman Capital Advisors, LLC 857,164$23,683,0008.24%
MERIDIAN MANAGEMENT CO 553,475$15,293,0007.08%
Stone House Investment Management, LLC 262,351$7,249,0004.62%
Clearshares LLC 171,678$4,709,0004.49%
First Command Advisory Services, Inc. 3,719,848$102,834,0004.08%
RPTC Inc. 594,547$16,427,0003.68%
FOSTER & MOTLEY INC 817,473$22,587,0003.60%
First Command Financial Services, Inc. 3,720,426$102,850,0003.59%
Cribstone Capital Management, LLC 231,112$6,386,0003.14%
SPINNAKER TRUST 923,696$25,521,0002.72%
View complete list of ISHARES TR shareholders