INTF — ISHARES TR

Ownership history in Advisory Services Network, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Advisory Services Network, LLC reported a position in ISHARES TR (INTF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.03% (2017 Q4)
Avg. % of fund
0.01%
First filed
2017 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 6,000 — 0% 0.00% $215K $35.42
2025 Q2 ADDED 6,000 +4,500 +300.0% 0.00% $203K $33.76
2023 Q4 REDUCED 1,500 -11,446 -88.4% 0.00% $42K $26.29
2017 Q4 INITIATED 12,946 — — 0.03% $373K —
% of Fund (quarterly)    INTF price (monthly, adj. close)

Other funds also holding INTF

As of 2025 Q4 — sorted by position size

Tolleson Wealth Management, Inc. 3Y 16.98% Strategic Financial Services, Inc. 3Y 7Y 16.25% Obsido Oy 6.88% HALBERT HARGROVE GLOBAL ADVISORS, LLC 3Y 7Y 5.97% Clearwater Capital Advisors, LLC 3Y 7Y 5.79% Northwest Wealth Advisors, LLC 5.04% Weil Company, Inc. 3Y 7Y 3.93% MERIDIAN MANAGEMENT CO 3Y 7Y 2.53% DDFG, Inc 3Y 2.35% Horizon Family Wealth, Inc. 3Y 2.29%
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