Horizon Family Wealth, Inc. - 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
Horizon Family Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,876,053
-8.6%
111,259
-5.2%
2.78%
-7.5%
Q2 2023$3,146,527
+23.5%
117,364
+22.0%
3.01%
+11.6%
Q1 2023$2,547,759
+7.7%
96,1780.0%2.70%
-1.0%
Q4 2022$2,366,059
+4.4%
96,178
-11.1%
2.72%
-1.5%
Q3 2022$2,266,000
-12.0%
108,237
-1.1%
2.77%
-7.5%
Q2 2022$2,575,000
-12.8%
109,432
+2.5%
2.99%
+2.2%
Q1 2022$2,953,000
+50.9%
106,732
+57.2%
2.93%
+46.8%
Q4 2021$1,957,00067,8871.99%
Other shareholders
ISHARES TR shareholders Q2 2022
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