ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 120 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,933 | +6.9% | 74,777 | +10.9% | 0.48% | +13.0% |
| Q2 2023 | $1,808 | +4.4% | 67,452 | +3.1% | 0.42% | -2.5% |
| Q1 2023 | $1,732 | +7.5% | 65,397 | -0.1% | 0.44% | +1.6% |
| Q4 2022 | $1,611 | -99.9% | 65,483 | -0.4% | 0.43% | -24.2% |
| Q3 2022 | $1,376,000 | -0.9% | 65,718 | +11.4% | 0.56% | +5.2% |
| Q2 2022 | $1,389,000 | -16.9% | 59,012 | -2.3% | 0.54% | -3.1% |
| Q1 2022 | $1,671,000 | -5.2% | 60,375 | -1.3% | 0.55% | +3.4% |
| Q4 2021 | $1,763,000 | -0.6% | 61,161 | +0.1% | 0.54% | -8.8% |
| Q3 2021 | $1,773,000 | -1.5% | 61,083 | +2.0% | 0.59% | +0.3% |
| Q2 2021 | $1,800,000 | +6.8% | 59,908 | +2.0% | 0.59% | -18.7% |
| Q1 2021 | $1,686,000 | +8.6% | 58,733 | +2.8% | 0.72% | +0.8% |
| Q4 2020 | $1,553,000 | +16.0% | 57,154 | +3.7% | 0.72% | +3.3% |
| Q3 2020 | $1,339,000 | +96.9% | 55,110 | +85.8% | 0.69% | +82.6% |
| Q2 2020 | $680,000 | +13.1% | 29,662 | 0.0% | 0.38% | -5.7% |
| Q1 2020 | $601,000 | -17.8% | 29,662 | +9.8% | 0.40% | +6.6% |
| Q4 2019 | $731,000 | +19.6% | 27,017 | +12.8% | 0.38% | +9.6% |
| Q3 2019 | $611,000 | +2.0% | 23,947 | +5.0% | 0.34% | -0.9% |
| Q2 2019 | $599,000 | +7.3% | 22,810 | +7.7% | 0.35% | +3.6% |
| Q1 2019 | $558,000 | +28.3% | 21,185 | +15.6% | 0.34% | +9.8% |
| Q4 2018 | $435,000 | -2.0% | 18,331 | +16.0% | 0.30% | +14.2% |
| Q3 2018 | $444,000 | +49.5% | 15,796 | +46.8% | 0.27% | +40.5% |
| Q2 2018 | $297,000 | +42.8% | 10,760 | +49.1% | 0.19% | +37.7% |
| Q1 2018 | $208,000 | – | 7,215 | – | 0.14% | – |
Download | ||||||
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% |