ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 123 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.8%.
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, | 5,144,643 | $154,597,000 | 12.26% |
| MERIDIAN MANAGEMENT CO | 1,020,316 | $30,660,000 | 9.04% |
| BALASA DINVERNO & FOLTZ LLC | 2,127,876 | $63,943,000 | 4.60% |
| Clearwater Capital Advisors, LLC | 1,134,023 | $34,077,000 | 3.96% |
| Wade Financial Advisory, Inc | 239,349 | $7,192,000 | 3.94% |
| Callan Capital, LLC | 621,653 | $18,681,000 | 3.25% |
| Beirne Wealth Consulting Services, LLC | 176,756 | $5,316,000 | 2.92% |
| RHS Financial, LLC | 122,523 | $3,682,000 | 2.75% |
| LINCOLN CAPITAL CORP | 124,531 | $3,742,000 | 2.13% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 647,145 | $19,447,000 | 2.00% |