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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $577,745 | -1.9% | 19,765 | +0.1% | 0.00% | -20.0% |
| Q1 2024 | $589,170 | +6.5% | 19,744 | 0.0% | 0.01% | 0.0% |
| Q4 2023 | $553,433 | -13.6% | 19,744 | -20.3% | 0.01% | -28.6% |
| Q3 2023 | $640,601 | -3.6% | 24,781 | 0.0% | 0.01% | -12.5% |
| Q2 2023 | $664,392 | -3.7% | 24,781 | -12.7% | 0.01% | -27.3% |
| Q3 2020 | $690,000 | – | 28,377 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc. | 4,113,501 | $83,340,000 | 11.14% |
| MERIDIAN MANAGEMENT CO | 919,853 | $18,636,000 | 8.98% |
| GFG Capital, LLC | 447,002 | $9,056,000 | 4.60% |
| Strategic Wealth Management Group, LLC | 288,868 | $5,852,000 | 4.36% |
| Clearwater Capital Advisors, LLC | 970,020 | $19,653,000 | 4.24% |
| BALASA DINVERNO & FOLTZ LLC | 1,346,603 | $27,282,000 | 3.43% |
| Orgel Wealth Management, LLC | 356,068 | $7,214,000 | 2.86% |
| Integrated Wealth Concepts LLC | 1,513,663 | $30,667,000 | 2.83% |
| RHS Financial, LLC | 101,704 | $2,061,000 | 2.76% |
| Well Done, LLC | 401,397 | $8,132,000 | 2.46% |