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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $167,508 | -3.6% | 6,480 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $173,729 | +135.2% | 6,480 | +132.4% | 0.02% | +114.3% |
| Q1 2023 | $73,854 | +7.7% | 2,788 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $68,587 | +18.3% | 2,788 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $58,000 | -12.1% | 2,788 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $66,000 | -15.4% | 2,788 | -1.3% | 0.01% | +20.0% |
| Q1 2022 | $78,000 | -80.1% | 2,824 | -79.2% | 0.01% | -79.2% |
| Q4 2021 | $391,000 | -0.8% | 13,566 | 0.0% | 0.02% | -11.1% |
| Q3 2021 | $394,000 | -3.4% | 13,566 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $408,000 | +15.9% | 13,566 | +10.6% | 0.03% | +8.0% |
| Q1 2021 | $352,000 | -2.5% | 12,264 | -7.8% | 0.02% | -13.8% |
| Q4 2020 | $361,000 | +11.8% | 13,295 | +0.1% | 0.03% | +3.6% |
| Q3 2020 | $323,000 | +9.9% | 13,285 | +3.5% | 0.03% | +16.7% |
| Q2 2020 | $294,000 | -14.3% | 12,840 | -24.2% | 0.02% | -25.0% |
| Q1 2020 | $343,000 | -82.5% | 16,933 | -76.6% | 0.03% | -80.7% |
| Q4 2019 | $1,959,000 | +7.3% | 72,404 | +1.1% | 0.17% | -1.2% |
| Q3 2019 | $1,826,000 | +65.5% | 71,614 | +70.5% | 0.17% | +37.7% |
| Q2 2019 | $1,103,000 | – | 41,995 | – | 0.12% | – |
Download | ||||||
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% |