ISHARES TR's ticker is INTF and the CUSIP is 46434V274. A total of 108 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $350 | -0.6% | 13,520 | +3.0% | 0.17% | -0.6% |
| Q2 2023 | $352 | +6.3% | 13,131 | +5.0% | 0.17% | -1.2% |
| Q1 2023 | $331 | -43.1% | 12,504 | -47.2% | 0.17% | -46.9% |
| Q4 2022 | $582 | -99.9% | 23,666 | -21.8% | 0.32% | -26.7% |
| Q3 2022 | $634,000 | -11.6% | 30,276 | -0.7% | 0.43% | -0.2% |
| Q2 2022 | $717,000 | -14.5% | 30,476 | +0.5% | 0.44% | 0.0% |
| Q1 2022 | $839,000 | -18.8% | 30,336 | -15.4% | 0.44% | -10.1% |
| Q4 2021 | $1,033,000 | +2.5% | 35,845 | +3.2% | 0.48% | -6.4% |
| Q3 2021 | $1,008,000 | +1.6% | 34,747 | +5.2% | 0.52% | +0.2% |
| Q2 2021 | $992,000 | +27.2% | 33,026 | +21.6% | 0.52% | +18.9% |
| Q1 2021 | $780,000 | +30.7% | 27,162 | +23.6% | 0.43% | +24.4% |
| Q4 2020 | $597,000 | +12.4% | 21,972 | +0.5% | 0.35% | +3.6% |
| Q3 2020 | $531,000 | -1.3% | 21,853 | -7.0% | 0.34% | -12.5% |
| Q2 2020 | $538,000 | +7.8% | 23,494 | -4.6% | 0.38% | -15.0% |
| Q1 2020 | $499,000 | -47.5% | 24,622 | -29.9% | 0.45% | -33.3% |
| Q4 2019 | $950,000 | – | 35,108 | – | 0.68% | – |
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% |