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 ↓ |
|---|---|---|---|
| Strategic Financial Services, Inc, | 4,941,912 | $141,882,000 | 11.98% |
| MERIDIAN MANAGEMENT CO | 936,142 | $26,877,000 | 8.36% |
| BALASA DINVERNO & FOLTZ LLC | 2,071,000 | $59,458,000 | 4.77% |
| Clearwater Capital Advisors, LLC | 1,105,054 | $31,726,000 | 3.97% |
| Wade Financial Advisory, Inc | 215,452 | $6,186,000 | 3.91% |
| RHS Financial, LLC | 159,823 | $4,589,000 | 3.83% |
| Callan Capital, LLC | 636,630 | $18,278,000 | 3.32% |
| Beirne Wealth Consulting Services, LLC | 156,198 | $4,484,000 | 2.63% |
| Keebeck Wealth Management, LLC | 480,305 | $13,790,000 | 2.14% |
| LINCOLN CAPITAL CORP | 117,383 | $3,370,000 | 2.10% |