ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 102 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $624,174 | +3.4% | 24,146 | +7.3% | 0.00% | 0.0% |
| Q2 2023 | $603,547 | +86244.3% | 22,512 | -14.7% | 0.00% | 0.0% |
| Q1 2023 | $699 | -5.9% | 26,388 | -12.6% | 0.00% | 0.0% |
| Q4 2022 | $743 | -99.8% | 30,185 | +70.5% | 0.00% | 0.0% |
| Q1 2022 | $490,000 | -8.8% | 17,700 | -5.0% | 0.00% | 0.0% |
| Q4 2021 | $537,000 | -0.9% | 18,622 | -0.4% | 0.00% | -33.3% |
| Q3 2021 | $542,000 | +125.8% | 18,690 | +104.7% | 0.00% | 0.0% |
| Q2 2019 | $240,000 | – | 9,130 | – | 0.00% | – |
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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% |