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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $232,529 | -8.5% | 8,778 | -15.0% | 0.02% | -16.0% |
| Q4 2022 | $254,052 | -26.8% | 10,327 | -37.7% | 0.02% | -30.6% |
| Q3 2022 | $347,000 | -5.2% | 16,572 | +6.4% | 0.04% | -2.7% |
| Q2 2022 | $366,000 | -13.1% | 15,573 | +2.4% | 0.04% | 0.0% |
| Q1 2022 | $421,000 | -3.0% | 15,205 | +0.8% | 0.04% | +2.8% |
| Q4 2021 | $434,000 | -4.4% | 15,077 | -3.6% | 0.04% | -14.3% |
| Q3 2021 | $454,000 | -8.8% | 15,642 | -5.6% | 0.04% | -10.6% |
| Q2 2021 | $498,000 | +67.7% | 16,578 | +60.2% | 0.05% | +56.7% |
| Q1 2021 | $297,000 | – | 10,351 | – | 0.03% | – |
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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% |