Diversify Advisory Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 130 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Diversify Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,692,835
-3.6%
56,902
-3.8%
0.09%
-9.7%
Q1 2024$1,756,57459,1240.10%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
Berman Capital Advisors, LLC 756,938$21,255,0008.95%
MERIDIAN MANAGEMENT CO 623,064$17,496,0007.62%
BALASA DINVERNO & FOLTZ LLC 1,950,429$54,768,0006.16%
Stone House Investment Management, LLC 263,974$7,412,0004.25%
Clearshares LLC 164,578$4,658,0004.21%
FOSTER & MOTLEY INC 951,043$26,705,0004.01%
First Command Advisory Services, Inc. 3,803,107$106,819,0003.78%
RPTC Inc. 564,359$15,847,0003.60%
SPINNAKER TRUST 1,092,491$30,677,0003.03%
Cribstone Capital Management, LLC 231,873$6,511,0002.99%
View complete list of ISHARES TR shareholders