Sage Mountain Advisors LLC - 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
Sage Mountain Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,087,042
-2.8%
42,052
+0.8%
0.15%
-5.7%
Q2 2023$1,118,243
+1.2%
41,7100.0%0.16%
-10.7%
Q1 2023$1,104,895
+8.4%
41,710
+0.7%
0.18%
-23.3%
Q4 2022$1,019,307
+24.9%
41,434
+6.3%
0.23%
+6.9%
Q3 2022$816,00038,9670.22%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
MERIDIAN MANAGEMENT CO 783,223$19,972,0008.92%
Strategic Financial Services, Inc, 2,597,556$66,238,0008.46%
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 992,303$25,314,0006.90%
BALASA DINVERNO & FOLTZ LLC 2,149,152$54,803,0006.35%
Strategic Wealth Management Group, LLC 254,786$6,497,0004.67%
FOSTER & MOTLEY INC 1,171,227$29,866,0004.07%
Integrated Wealth Concepts LLC 1,410,286$35,962,0004.04%
Clearwater Capital Advisors, LLC 805,971$20,552,0003.63%
Cribstone Capital Management, LLC 209,650$5,346,0003.23%
RHS Financial, LLC 95,882$2,445,0002.88%
View complete list of ISHARES TR shareholders