ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 102 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $512 | -13.7% | 19,797 | -10.5% | 0.00% | 0.0% |
| Q2 2023 | $593 | -15.3% | 22,111 | -16.3% | 0.00% | -33.3% |
| Q1 2023 | $700 | +7.7% | 26,424 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $650 | -99.9% | 26,424 | -10.4% | 0.00% | 0.0% |
| Q3 2022 | $618,000 | -14.3% | 29,499 | -2.8% | 0.00% | 0.0% |
| Q2 2022 | $721,000 | -18.4% | 30,342 | -5.0% | 0.00% | -25.0% |
| Q1 2022 | $884,000 | -19.0% | 31,954 | -15.6% | 0.00% | 0.0% |
| Q4 2021 | $1,091,000 | -9.2% | 37,857 | -8.6% | 0.00% | -20.0% |
| Q3 2021 | $1,202,000 | -15.3% | 41,425 | -12.3% | 0.01% | -16.7% |
| Q2 2021 | $1,419,000 | -18.0% | 47,230 | -21.7% | 0.01% | -25.0% |
| Q1 2021 | $1,731,000 | -12.7% | 60,284 | -17.4% | 0.01% | -20.0% |
| Q4 2020 | $1,983,000 | +1.0% | 72,952 | -9.7% | 0.01% | -9.1% |
| Q3 2020 | $1,964,000 | +5.4% | 80,809 | -0.6% | 0.01% | -8.3% |
| Q2 2020 | $1,863,000 | -1.1% | 81,268 | -12.6% | 0.01% | -20.0% |
| Q1 2020 | $1,884,000 | +126.2% | 93,005 | +213.5% | 0.02% | +114.3% |
| Q3 2018 | $833,000 | -17.5% | 29,666 | -18.9% | 0.01% | -30.0% |
| Q2 2018 | $1,010,000 | +189.4% | 36,560 | +202.7% | 0.01% | +150.0% |
| Q1 2018 | $349,000 | +34.2% | 12,077 | +33.9% | 0.00% | +33.3% |
| Q4 2017 | $260,000 | – | 9,021 | – | 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% |