MAGNOLIA CAPITAL ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 107 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
MAGNOLIA CAPITAL ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,110,288
+79.8%
44,464
+93.0%
0.53%
+71.6%
Q2 2023$617,527
+0.8%
23,033
-0.4%
0.31%
-1.6%
Q1 2023$612,780
+107594.2%
23,1320.0%0.32%
-16.7%
Q4 2022$569
-99.9%
23,132
+0.1%
0.38%
-7.6%
Q3 2022$484,000
-6.7%
23,099
+4.6%
0.41%
-13.3%
Q2 2022$519,000
-5.6%
22,088
+11.1%
0.47%
+118.5%
Q1 2022$550,000
+6.6%
19,881
+11.0%
0.22%
+43.0%
Q4 2021$516,000
-4.1%
17,904
-3.4%
0.15%
-19.7%
Q3 2021$538,000
-2.4%
18,529
+1.1%
0.19%
-23.0%
Q2 2021$551,000
+23.0%
18,331
+11.2%
0.24%
-15.6%
Q4 2020$448,000
-36.5%
16,487
+10.9%
0.29%
+4.0%
Q3 2020$706,000
+136.9%
14,873
+14.5%
0.28%
-27.4%
Q2 2020$298,000
+3.8%
12,987
-8.3%
0.38%
-31.1%
Q1 2020$287,000
+15.3%
14,156
+53.7%
0.56%
+133.6%
Q4 2019$249,0009,2100.24%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Tolleson Wealth Management, Inc. 2,307,962$59,66114.36%
Strategic Financial Services, Inc, 6,256,905$161,740,99412.59%
MERIDIAN MANAGEMENT CO 1,416,426$36,614,60111.94%
Coulter & Justus Financial Services, LLC 515,480$13,325,1519.69%
Clearwater Capital Advisors, LLC 1,727,204$44,648,2245.47%
Arden Trust Co 883,139$22,829,1613.80%
Stokes Family Office, LLC 1,082,220$27,975,3903.28%
Wade Financial Advisory, Inc 265,912$6,873,8172.94%
Horizon Family Wealth, Inc. 111,259$2,876,0532.78%
Thrive Wealth Management, LLC 360,985$9,331,4562.48%
View complete list of ISHARES TR shareholders