ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 122 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $777,336 | -2.0% | 30,070 | +1.6% | 0.00% | 0.0% |
| Q2 2023 | $793,521 | -2.0% | 29,598 | -3.2% | 0.00% | 0.0% |
| Q1 2023 | $809,725 | +33.8% | 30,567 | +24.3% | 0.00% | 0.0% |
| Q4 2022 | $605,122 | -20.0% | 24,598 | -31.9% | 0.00% | 0.0% |
| Q3 2022 | $756,000 | -13.9% | 36,105 | -3.2% | 0.00% | -50.0% |
| Q2 2022 | $878,000 | -15.3% | 37,298 | -0.4% | 0.00% | 0.0% |
| Q1 2022 | $1,037,000 | -0.1% | 37,460 | +3.9% | 0.00% | 0.0% |
| Q4 2021 | $1,038,000 | +5.4% | 36,037 | +6.2% | 0.00% | 0.0% |
| Q3 2021 | $985,000 | -1.8% | 33,937 | +1.7% | 0.00% | 0.0% |
| Q2 2021 | $1,003,000 | +10.1% | 33,386 | +5.2% | 0.00% | 0.0% |
| Q1 2021 | $911,000 | +9.4% | 31,725 | +3.5% | 0.00% | 0.0% |
| Q4 2020 | $833,000 | +2.5% | 30,656 | -8.4% | 0.00% | 0.0% |
| Q3 2020 | $813,000 | -25.8% | 33,450 | -30.0% | 0.00% | -33.3% |
| Q2 2020 | $1,096,000 | -12.5% | 47,818 | -22.6% | 0.00% | -40.0% |
| Q1 2020 | $1,252,000 | -38.2% | 61,797 | -17.5% | 0.01% | -28.6% |
| Q4 2019 | $2,027,000 | -14.7% | 74,949 | -19.6% | 0.01% | -22.2% |
| Q3 2019 | $2,376,000 | -24.7% | 93,167 | -22.5% | 0.01% | -30.8% |
| Q2 2019 | $3,155,000 | -1.3% | 120,157 | -1.0% | 0.01% | -7.1% |
| Q1 2019 | $3,196,000 | +86.0% | 121,366 | +67.5% | 0.01% | +55.6% |
| Q4 2018 | $1,718,000 | +29.6% | 72,444 | +53.5% | 0.01% | +28.6% |
| Q3 2018 | $1,326,000 | +31.5% | 47,206 | +29.5% | 0.01% | +16.7% |
| Q2 2018 | $1,008,000 | +53.9% | 36,464 | +60.8% | 0.01% | +50.0% |
| Q1 2018 | $655,000 | +1459.5% | 22,673 | +1452.9% | 0.00% | – |
| Q4 2017 | $42,000 | – | 1,460 | – | 0.00% | – |
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% |