ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 112 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $925,430 | -3.6% | 35,800 | 0.0% | 0.17% | +1.8% |
| Q2 2023 | $959,798 | +1.2% | 35,800 | 0.0% | 0.16% | -4.1% |
| Q1 2023 | $948,342 | +14.1% | 35,800 | +5.9% | 0.17% | +5.6% |
| Q4 2022 | $831,507 | +98.5% | 33,800 | +69.0% | 0.16% | +76.9% |
| Q3 2022 | $419,000 | +88.7% | 20,000 | +129.9% | 0.09% | +54.2% |
| Q3 2019 | $222,000 | -2.6% | 8,700 | 0.0% | 0.06% | -3.3% |
| Q2 2019 | $228,000 | -0.4% | 8,700 | 0.0% | 0.06% | -4.7% |
| Q1 2019 | $229,000 | +11.2% | 8,700 | 0.0% | 0.06% | +1.6% |
| Q4 2018 | $206,000 | -70.8% | 8,700 | -65.3% | 0.06% | -65.4% |
| Q3 2018 | $705,000 | +1.6% | 25,100 | 0.0% | 0.18% | -0.5% |
| Q2 2018 | $694,000 | +5.5% | 25,100 | +10.1% | 0.18% | +5.8% |
| Q1 2018 | $658,000 | +18.3% | 22,788 | +18.1% | 0.17% | +23.6% |
| Q4 2017 | $556,000 | +25.8% | 19,288 | +22.2% | 0.14% | +19.7% |
| Q3 2017 | $442,000 | – | 15,781 | – | 0.12% | – |
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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% |