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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $817 | -1.2% | 31,590 | +2.3% | 0.12% | +0.8% |
| Q2 2023 | $827 | +3.8% | 30,865 | +2.6% | 0.12% | -1.6% |
| Q1 2023 | $797 | +21.7% | 30,090 | +13.0% | 0.13% | +13.5% |
| Q4 2022 | $655 | -99.9% | 26,635 | +8.9% | 0.11% | +27.6% |
| Q3 2022 | $512,000 | -23.6% | 24,458 | -14.1% | 0.09% | -17.9% |
| Q2 2022 | $670,000 | -11.5% | 28,482 | +4.1% | 0.11% | +3.9% |
| Q1 2022 | $757,000 | +5.7% | 27,351 | +10.1% | 0.10% | +12.1% |
| Q4 2021 | $716,000 | +7.5% | 24,833 | +8.2% | 0.09% | +2.2% |
| Q3 2021 | $666,000 | +3.6% | 22,949 | +7.3% | 0.09% | +3.5% |
| Q2 2021 | $643,000 | +13.2% | 21,397 | +8.2% | 0.09% | +7.5% |
| Q1 2021 | $568,000 | +16.6% | 19,773 | +10.3% | 0.08% | +6.7% |
| Q4 2020 | $487,000 | +47.6% | 17,920 | +32.1% | 0.08% | +25.0% |
| Q3 2020 | $330,000 | +39.2% | 13,561 | +30.6% | 0.06% | +27.7% |
| Q2 2020 | $237,000 | – | 10,380 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Tolleson Wealth Management, Inc. | 2,307,962 | $59,661 | 14.36% |
| Strategic Financial Services, Inc, | 6,256,905 | $161,740,994 | 12.59% |
| MERIDIAN MANAGEMENT CO | 1,416,426 | $36,614,601 | 11.94% |
| Coulter & Justus Financial Services, LLC | 515,480 | $13,325,151 | 9.69% |
| Clearwater Capital Advisors, LLC | 1,727,204 | $44,648,224 | 5.47% |
| Arden Trust Co | 883,139 | $22,829,161 | 3.80% |
| Stokes Family Office, LLC | 1,082,220 | $27,975,390 | 3.28% |
| Wade Financial Advisory, Inc | 265,912 | $6,873,817 | 2.94% |
| Horizon Family Wealth, Inc. | 111,259 | $2,876,053 | 2.78% |
| Thrive Wealth Management, LLC | 360,985 | $9,331,456 | 2.48% |