Wescott Financial Advisory Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 114 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Wescott Financial Advisory Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,515,271
-4.2%
58,618
-0.7%
0.28%
-1.1%
Q2 2023$1,582,134
+1.4%
59,013
+0.2%
0.28%
-17.4%
Q1 2023$1,559,974
+21.3%
58,889
+12.7%
0.34%
+22.4%
Q4 2022$1,285,544
+27.0%
52,256
+8.1%
0.28%
-1.8%
Q3 2022$1,012,000
-1.9%
48,334
+10.2%
0.28%
+0.7%
Q2 2022$1,032,000
-4.0%
43,856
+12.9%
0.28%
+1.1%
Q1 2022$1,075,000
+9.8%
38,848
+14.4%
0.28%
-45.0%
Q4 2021$979,000
+16.1%
33,958
+16.9%
0.50%
+5.7%
Q3 2021$843,000
-2.1%
29,054
+1.6%
0.48%
-5.9%
Q2 2021$861,000
+16.5%
28,606
+11.2%
0.51%
+5.6%
Q1 2021$739,000
+19.8%
25,734
+13.3%
0.48%
+10.9%
Q4 2020$617,00022,7080.43%
Other shareholders
ISHARES TR shareholders Q2 2022
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